Cheyne B. Sorensen

Cheyne B. Sorensen, CFA has a diverse and extensive work experience in the financial industry. Starting in 2002, they worked as a Pianist at Laurelwood United Methodist Church for two years. In 2006, they joined Pacific Coast Investment Advisors, LLC as an Investment Assistant before being promoted to the role of Investment Advisor Representative at Pacfic Coast Investment Advisors in 2008. During this time, they gained experience in database reconciliation, portfolio management, equity research, and regulatory compliance. In 2012, they joined Northwest Investment Counselors, LLC as a Portfolio Administrator and later took on roles as Associate Portfolio Manager and Portfolio Manager. In 2018, they became an Investment Counselor at Fisher Investments, managing a portfolio of high net worth clients and providing them with investment strategy guidance. In 2020, they transitioned to Kimsa Total Wealth, where they served as the Director of Research & Investments, responsible for developing research objectives and improving company processes. Cheyne B.'smost recent role is as VP/Senior Portfolio Manager at Montecito Bank & Trust, a position they assumed in 2022. Throughout their career, Cheyne has demonstrated expertise in portfolio management, client relationship management, and investment strategy development.

Cheyne B. Sorensen, CFA completed their Bachelor's degree in Economics at the University of Oregon. Prior to that, they attended Wilson High School. In 2017, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.