Lisa Harwood
Portfolio Manager-Equities at Montecito Bank & Trust (Invt Mgmt)
Profile
Ms. Lisa Harwood is a Senior Vice President & Senior Portfolio Manager at Montecito Bank & Trust.
She has over 29 years of experience in portfolio management and high net worth relationship management, including experience in the ultra-high net worth market.
She holds Bachelors of Science in Electrical Engineering (BSEE), University of Southern California.
Lisa Harwood active positions
| Companies | Position | Start |
|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Portfolio Manager-Equities | - |
Training of Lisa Harwood
| University of Southern California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Finance |
- Stock Market
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- Lisa Harwood
