Montecito Bank & Trust has hired Suzi Schomer as a vice president and business development officer in the of wealth management division, reporting to Jeff Pittman, senior vice president and director of the unit.

Schomer has over 30 years of experience in financial services, with expertise in investment and asset management working with local Central California Coast clients and in the Portland, Oregon and Austin, Texas markets.

Access deeper industry intelligence

Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.

Find out more

Her experience also includes the successful development and implementation of wealth management strategies for multifaceted, complex trust, investment management and private banking clients.

Pittman said, "Suzi has spent her career assisting individuals, families, business owners, private foundations and charitable organizations, and her expertise will prove to be valuable for Montecito Bank & Trust clients."

Montecito Bank & Trust’s Wealth Management Division provides full investment management as well as trust and estate services for all branch markets.

GlobalData Strategic Intelligence

US Tariffs are shifting - will you react or anticipate?

Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.

By GlobalData