Scott M. Estby

Portfolio Manager-Equities at

Montecito Bank & Trust (Invt Mgmt)

Finance

Consumer Services

Profile

Mr. Scott M.
Estby, CFA, is a Vice President & Portfolio Manager at Montecito Bank & Trust.
He has over 20 years of investment management experience, including over 17 years with Montecito Bank & Trust.
He works with clients to understand and develop appropriate investment goals and constructs customized portfolios to help clients reach their goals.
In addition to helping private clients and local charitable organizations, he is also a co-manager of the bank’s own bond portfolio.
He graduated Magna Cum Laude with B.A. in Business Administration and International Business degree from Florida Atlantic University.
He is a Chartered Financial Analyst.

Scott M. Estby active positions

Companies	Position	Start
Montecito Bank & Trust (Invt Mgmt) Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives.	Portfolio Manager-Equities	01/05/2002

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Private companies	2
Montecito Bank & Trust (Invt Mgmt) Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance MB&T-IM specializes in equities, fixed income, exchange-traded funds, separately managed accounts, and mutual funds. Through the application of advanced quantitative and qualitative processes they deliver personalized strategies anchored in a client’s short-term and long-term objectives.	Finance
Florida Atlantic University Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services