Pixel Tracker

Saturday, March 23 , 2019, 6:08 am | Fair 49º

 
 
 
 

Tom Fisher Joins Montecito Bank & Trust’s Wealth Management Division

Tom Fisher
Tom Fisher

Montecito Bank & Trust is pleased to announce that Tom Fisher has joined the bank as senior vice president and senior portfolio manager, reporting to Peter Madlem, chief investment officer.

With deep roots in the banking industry and a passion for exceptional service, Fisher is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results.

“I’ve known Tom professionally for more than 20 years and I am thrilled that he has joined us,” said Jeff Pittman, executive vice president and director of Wealth Management. “He is an exceptionally talented, experienced and thoughtful investment professional who will further enhance the world-class team that Peter Madlem has built at Montecito Bank & Trust. Tom will be a member of the bank’s investment policy committee where his deep experience in portfolio construction, impact investing, and tactical asset allocation will contribute to our robust investment process.”

Fisher brings more than 30 years of investment management experience in both the Santa Barbara and San Diego communities. He grew up in Santa Barbara, and eventually made his way to San Diego, where he attended college.

He started his career as a portfolio manager with Santa Barbara Bank & Trust, then Northern Trust and most recently served as the senior investment strategist for Wells Fargo Private Bank in San Diego. There he managed more than $800 million in assets for individuals, families, private foundations and other charitable organizations.

Community impact, giving back and integrity are important to Fisher, and he looks forward to working for an organization with similar core values.

Fisher was an active member of the San Diego community as past president of the Torrey Pines Rotary Club and Treasurer of the San Diego Downtown Breakfast Rotary. He also volunteered with the Financial Planning Association to provide pro-bono financial planning to wounded military veterans and their families.

Fisher earned his master of science degree and bachelor of science degree from San Diego State University. He is a chartered financial analyst and a certified financial planner. He enjoys spending time with his wife and their family, especially his two young grandchildren.

— Jamie Perez is the marketing manager for Montecito Bank & Trust.

 

Support Noozhawk Today!

Our professional journalists work tirelessly to report on local news so you can be more informed and engaged in your community. This quality, local reporting is free for you to read and share, but it's not free to produce.

You count on us to deliver timely, relevant local news, 24/7. Can we count on you to invest in our newsroom and help secure its future?

We provide special member benefits to show how much we appreciate your support.

Email
I would like give...
Great! You're joining as a Red-Tailed Hawk!
  • Ask
  • Vote
  • Investigate
  • Answer

Noozhawk Asks: What’s Your Question?

Welcome to Noozhawk Asks, a new feature in which you ask the questions, you help decide what Noozhawk investigates, and you work with us to find the answers.

Here’s how it works: You share your questions with us in the nearby box. In some cases, we may work with you to find the answers. In others, we may ask you to vote on your top choices to help us narrow the scope. And we’ll be regularly asking you for your feedback on a specific issue or topic.

We also expect to work together with the reader who asked the winning questions to find the answer together. Noozhawk’s objective is to come at questions from a place of curiosity and openness, and we believe a transparent collaboration is the key to achieve it.

The results of our investigation will be published here in this Noozhawk Asks section. Once or twice a month, we plan to do a review of what was asked and answered.

Thanks for asking!

Click Here to Get Started >

Reader Comments

Noozhawk is no longer accepting reader comments on our articles. Click here for the announcement. Readers are instead invited to submit letters to the editor by emailing them to [email protected]. Please provide your full name and community, as well as contact information for verification purposes only.

Daily Noozhawk

Subscribe to Noozhawk's A.M. Report, our free e-Bulletin sent out every day at 4:15 a.m. with Noozhawk's top stories, hand-picked by the editors.

Sign Up Now >

Meet Your Realtor Sponsored by Village Properties

Photo of Patricia Griffin
Patricia Griffin
"I am very hands on and feel that each transaction is special and different. My clients goals are foremost in what I do to bring about a successful transaction and I maintain relationships for many years."

Full Profile >