Schomer joins Montecito Bank & Trust Wealth Management Division
Mr. Pittman noted: “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. The knowledge and experience she brings will make our outstanding Wealth Management team even stronger.”
Ms. 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. Her experience also includes the successful development and implementation of wealth management strategies for multifaceted, complex trust, investment management and private banking clients.
President and Chief Executive Officer Janet Garufis added, “Montecito Bank & Trust is dedicated to providing our clients with complete wealth solutions and a world class experience. Suzi’s experience and commitment to the community make her a perfect addition to our talented Wealth Management Group. We are excited to add another great team member who will help make the communities we serve better places to live and work.”
Ms. Schomer has been an active volunteer in the Santa Barbara area for over two decades. She is completing her term as Foreman of the 2012-2013 Santa Barbara Grand Jury, and she currently serves as Secretary for both the Santa Barbara Trust for Historic Preservation and the Channel City Club, and Treasurer for the Santa Barbara Cemetery Association. Ms. Schomer is also a board member of the Foundation for Santa Barbara City College and is on the Planned Giving and United for Literacy committees for United Way. Previously, she served on Planned Giving committees for the Music Academy, Direct Relief, Visiting Nurse and Hospice Care and Storyteller.
She received her Bachelor’s and Master’s degrees from the University of Southern California, and currently lives in Santa Barbara.
Montecito Bank & Trust’s Wealth Management Division provides full investment management as well as trust and estate services for all branch markets. The bank has branches in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, and Westlake Village, with a second Goleta branch now open at Storke and Hollister. The bank offers a variety of competitive deposit and lending solutions for businesses and consumers including: business loans and lines of credit, commercial real estate finance, SBA loans, consumer loans, credit cards, merchant services, online banking, mobile banking, and cash management.
Montecito Bank & Trust, an S Corporation, is a locally owned community bank founded in 1975. It is known for its ongoing support of the community through unique giving programs like Anniversary GrantsSM and Community Dividends®, which annually gifts $1 million to more than 150 local nonprofits.
For more information, please contact: Carolyn Tulloh, Director of Marketing at (805) 564-0252 or ctulloh@montecito.com
