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Montecito Bank & Trust
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Avalan Wealth Management expands operations

By   /  Monday, April 17th, 2023  /  Banking & Finance, Personal Finance, Tri-County Economy  /  Comments Off on Avalan Wealth Management expands operations

Santa Barbara-based Avalan Wealth Management has added two new members to its executive suite and also extended its reach into Santa Ynez. Avalan, a full-service Registered Investment Advisor Firm, announced Peter Madlem to assume the company’s new chief investment officer role, an April 4 press release said. Madlem brings 35 years of experience and spent Read More →

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Portfolio Watch

By   /  Thursday, April 13th, 2023  /  Banking Industry, Latest news, Personal Finance, Subscriber content  /  Comments Off on Portfolio Watch

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Portfolio watch

By   /  Thursday, April 6th, 2023  /  Banking Industry, Latest news, Personal Finance, Subscriber content  /  Comments Off on Portfolio watch

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Street smarts: Community Memorial welcomes new board chair

By   /  Thursday, March 23rd, 2023  /  Destinations, Economy, Latest news, Personal Finance, Tourism, Tri-County Economy  /  Comments Off on Street smarts: Community Memorial welcomes new board chair

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Portfolio watch

By   /  Thursday, March 23rd, 2023  /  Banking & Finance, Banking Industry, Economy, Latest news, Personal Finance  /  Comments Off on Portfolio watch

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Portfolio watch

By   /  Wednesday, March 15th, 2023  /  Banking & Finance, Latest news, Personal Finance  /  Comments Off on Portfolio watch

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Latest

Portfolio Watch

By   /  Thursday, March 9th, 2023  /  Banking & Finance, Latest news, Personal Finance  /  Comments Off on Portfolio Watch

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