![Scott M. Estby](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Scott M. Estby
Portföljförvaltare-Aktier på
Montecito Bank & Trust (Invt Mgmt)
Profil
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.
Aktiva positioner av Scott M. Estby
| Företag | 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. | Portföljförvaltare-Aktier | 2002-05-01 |
Scott M. Estbys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
15
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
