Scott Estby

Scott Estby has a strong background in portfolio management and investment analysis. Scott worked as a VP Sr Portfolio Manager at Montecito Bank & Trust from 2002 until the present. In this role, they managed private client and endowment portfolios, determined investment objectives, developed asset allocation strategies, and communicated with clients to review results. Scott also developed and managed the Equity Income strategy for private clients.

Prior to their role at Montecito Bank & Trust, Scott worked as an Investment Analyst at PlanMember Services from 2001 to 2002. In this position, they assisted in the development of asset allocation recommendations, analyzed mutual funds and stock portfolios, evaluated performance against market benchmarks, and performed style analysis and risk assessment.

Scott Estby attended Florida Atlantic University from 1996 to 1998 and earned a Bachelor of Science (BS) degree in Finance and International Business.