Lisa Harwood Joins Montecito Bank & Trust as Senior Portfolio Manager | Company
Posted on June 17, 2022
| 5:21 p.m.
Montecito Bank & Trust is increasing the number of team members in its Wealth Management division to support the multi-year double-digit growth of its wealth management business.
With assets under management of over $1.7 billion, the group continues to face strong demand from private clients, foundations and endowments for their investment management and estate and trust services.
The group welcomes Lisa Harwood, who joins the Wealth Management group as Senior Portfolio Manager. Harwood has 29 years of experience in portfolio management and high net worth relationship management, including experience in the ultra high net worth market, which the bank sees as a growing customer base on the Central Coast.
“Lisa has a passion for customer service and a very solid track record of accomplishment advising her clients and their families in multiple areas including; portfolio management, complex multigenerational planning, trust planning and personal financial planning,” said Thomas Fisher, Executive Vice President/Chief Investment Officer.
“I have known Lisa for 25 years and her experience and skills in portfolio management and multigenerational family planning will be a great advantage to our clients,” he said.
Harwood earned her MBA with honors from the University of Southern California and is a Certified Financial Planner and Certified Trust and Financial Advisor. She holds a Bachelor of Science in Electrical Engineering from the University of Southern California.
“I am so excited to join Montecito Bank & Trust,” said Harwood. “The organization is sincerely dedicated to caring for customers and supporting the community. In addition, the Montecito Bank & Trust team members are accomplished professionals with whom I will be proud to work.”
Montecito Bank & Trust is the oldest and largest locally owned community bank in Santa Barbara and Ventura counties. Founded in 1975, the bank celebrated its 47th anniversary on March 17. It operates 11 branches in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, Camarillo and Westlake Village.