Mr. Madlem observed: “It is notable that Kathy is joining our already strong portfolio management team. Her extensive experience in investment research, portfolio construction and private client asset management constitutes a remarkable addition to our Wealth Management department. Her expertise will truly enhance our efforts on behalf of individual, foundation, nonprofit, and corporate clients.”
Ms. Kalp has nearly thirty years experience in investment management and has been affiliated with research, mutual fund and banking firms in Santa Barbara, Los Angeles and Phoenix. She received her Bachelor of Arts in Business Economics from UCSB and her MBA from Loyola-Marymount University. She is a Chartered Financial Analyst.
President and Chief Executive Officer Janet Garufis added, “We have one of the best Wealth Management teams available in Santa Barbara and Ventura Counties. The addition of Kathy Kalp further expands our ability and experience. Her commitment to providing clients with a world class experience and her dedication to community involvement exemplify Montecito Bank & Trust’s values.”
Ms. Kalp currently serves as the Board President of the Wildling Art Museum and she has been on the boards of the Loyola-Marymount University MBA Alumni Association, Santa Barbara Marymount School and the Santa Barbara Museum of Natural History where she also chaired the Investment Committee.
She lives in Goleta with her partner, Jim Balsitis and their dog, Camper. She enjoys hiking, travel, gardening, and music.
Montecito Bank & Trust’s Wealth Management Division, with locations in Montecito, Solvang and Ventura, provides full investment management as well as trust and estate services for all branch markets. The bank has branches in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, and Westlake Village, with a second Goleta branch now open at Storke and Hollister. The bank offers a variety of competitive deposit and lending solutions for businesses and consumers including: business loans and lines of credit, commercial real estate finance, SBA loans, consumer loans, credit cards, merchant services, online banking, mobile banking, and cash management.
Montecito Bank & Trust, an S Corporation, is a locally owned community bank founded in 1975. It is known for its ongoing support of the community through unique giving programs like Anniversary GrantsSM and Community Dividends®, which annually gifts $1 million to more than 150 local nonprofits. The bank received a 2011 designation of a Super Premier Performing Bank by The Findley Reports, an independent service which rates the annual financial performance of California banks. The Findley Reports has designated Montecito Bank & Trust as a Premier Performing or Super Premier Performing bank 26 times its 37 year history.
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