SANTA BARBARA ESTATE PLANNING COUNCIL

Thomas Fisher

SVP / Chief Investment Officer, Montecito Bank & Trust

With deep roots in the banking industry and a passion for exceptional service, Tom is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Tom has over 35 years of investment management experience which includes overseeing assets for individuals, families, private foundations and other charitable organizations.

• Masters of Science Degree in Financial Services, San Diego State University
• Bachelors of Science Degree in Financial Services, San Diego State University
• Certified Financial Planner, CFP®
• Chartered Financial Analyst, CFA®
• President and Treasurer of the Club Foundation, Rotary Club of Montecito
• Board Member of Teddy Bear Cancer Foundation and CARE4Paws
• Volunteered with the Financial Planning Association (FPA) to provide pro-bono financial planning to wounded military veterans and their families

Drew Brahos

SVP / Senior Portfolio Manager, Montecito Bank & Trust

Drew has extensive background as an analyst, economist, portfolio manager, investment strategist and university professor. His clients include high net worth families, as well as private family foundations and non- profits. Drew’s prior experience includes VP Market Strategist and Senior Portfolio Manager with Bank of the West; SVP and Senior Portfolio Manager at Santa Barbara Bank and Trust; SVP and Senior Economist with a division of Bank of America and Editor of Bank of America’s Economics Illustrated. He taught at Western Kentucky University, Western Illinois University, University of Northern Iowa and Purdue University-Calumet.

• Bachelor's in Mathematics, Butler University
• Master's in Business Administration, University of Notre Dame
• Master of Arts in Teaching Mathematics, Duke University
• More graduate work at the University of Chicago
• Served as a member of Butler University’s Board of Visitors for the College of Liberal Arts and Sciences for two terms
• Founding sponsor and creator of the Brahos Lecture Series in the Political Science Department at Butler University
• Member of the National Association for Business Economics (NABE), CFA Society of Los Angeles (CFALA), CFA Institute
• Previously served on the Ventura County Community Foundation’s Investment Committee