Suzi has over 40 years of experience in financial services with expertise in trust and investment management and private banking in Texas, Oregon and California. She is currently a Senior Vice President and Wealth Strategist for Montecito Bank & Trust Wealth Management. Suzi has lived in Santa Barbara for nearly 30 years and has been an active volunteer as a board member or chair of nonprofit organizations including the Foundation for SBCC, the Wildling Museum, the Maritime Museum and VNA Health. In addition, she served as Foreman of the Santa Barbara County Grand Jury 2012-13 and as a Trustee of the Santa Barbara County Employees’ Retirement System 2016-17. A former member of the Women’s Fund Research Committee, Suzi has also served on the Women’s Fund Finance Committee for the past several years.
Position
2021-22
Year Joined
2013
Biography