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Tag Archives: banking

The Female Lead: Montecito Bank & Trust Montecito Bank & Trust

Michael Towbes, who founded Montecito Bank & Trust (MB&T) in 1975, struck a different tone than most bankers when he […more…]

A Career of Giving A Career of Giving

Deb Langford:Head of Black Wealth Initiatives,J.P. Morgan Private Bank Deb Langford was mindful of the impact of giving long before […more…]

Financial Security and Community Support Financial Security and Community Support

Ayla Kalani: Westlake Village and Santa Barbara Market Team Lead,J.P. Morgan Private Bank When Ayla Kalani joined J.P. Morgan Private […more…]

The Behavioral Science Behind Charitable Giving The Behavioral Science Behind Charitable Giving

Jeff Kreisler: Head of Behavioral Science, J.P. Morgan Private BankJamie Hackleman: Family Governance and Senior Philanthropy Advisor, J.P. Morgan Private […more…]

A Donor-Advised Fund in Action A Donor-Advised Fund in Action

Eva RhodesBanker for J.P. Morgan Private Bank, Santa Barbara A Donor-Advised Fund (DAF) can be a great strategy for charitable […more…]

The Banker Bent on Changing the World Santa Barbara Foundation

Though his parents are from the Bronx, George Leis spent a good chunk of his wonder years growing up in […more…]

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