Simon Priest

Simon Priest is an experienced professional in wealth management and commercial lending, currently serving as a Portfolio Specialist at Montecito Bank & Trust since July 2019. In this role, Simon manages client portfolios, develops investment strategies aligned with client goals, and actively monitors performance to ensure compliance with risk tolerances. Previous positions include Investment Analyst II and Senior Credit Analyst, where Simon gained extensive expertise in portfolio analysis, trading, underwriting, and client relations. Simon's background also includes a solid foundation gained through internships at Montecito Bank & Trust, and an academic degree in Economics from Occidental College.