Who's Moving Where In Wealth Management? - Montecito

Editorial Staff

26 March 2018

Montecito Bank & Trust, the US bank, has appointed Tom Fisher as senior vice president and senior portfolio manager, reporting to Peter Madlem, chief investment officer.

Fisher brings more than 30 years of investment management experience in both the Santa Barbara and San Diego communities. 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.

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.