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Montecito Bank & Trust
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Criminal trial ahead for Santa Barbara CPA

By   /  Friday, October 19th, 2012  /  Banking & Finance, Law & Goverment, Personal Finance, Top Stories  /  Comments Off on Criminal trial ahead for Santa Barbara CPA

In a criminal case headed for trial this month, the U.S. Justice Department alleges that Steve Pybrum, a Santa Barbara CPA who appeared on national media networks in the late 1990s, illegally routed revenue through a nonprofit and then falsified his personal income tax returns. Pybrum is set to go on trial Oct. 23 in Read More →

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Nesbitt hotels file $100M bankruptcy

By   /  Thursday, August 2nd, 2012  /  Banking & Finance, Personal Finance, Real Estate, Top Stories, Tourism  /  Comments Off on Nesbitt hotels file $100M bankruptcy

[Editor’s note: See correction appended below.] Santa Barbara hotelier Patrick Nesbitt has placed a portfolio of eight Embassy Suites hotels into Chapter 11 bankruptcy, listing at least $100 million in debts. The bankruptcy filing, which gives Nesbitt’s companies protection from creditors while they restructure their debts, arises from a dispute with a lender over a Read More →

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Ringing in retirement: Santa Barbara firms team up on baby boomer effort

By   /  Friday, April 27th, 2012  /  Banking & Finance, Features, Personal Finance, Technology  /  Comments Off on Ringing in retirement: Santa Barbara firms team up on baby boomer effort

You know what age you’d like to retire at, but you’ve probably averted your eyes from the horrors of your 401(k) in recent years. But when will you actually be able to retire? And what if the answer contains three digits? Those are the questions that FreeRetirementReport.com, the brainchild of veteran Santa Barbara asset manager Read More →

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Big California banks see 2011 earnings bounce

By   /  Friday, January 27th, 2012  /  Banking & Finance, Banking Industry, Personal Finance, Top Stories  /  Comments Off on Big California banks see 2011 earnings bounce

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Credit unions bank on consumer backlash

By   /  Friday, December 2nd, 2011  /  Banking & Finance, Banking Industry, Personal Finance, Top Stories  /  1 Comment

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Santa Barbara software fishes for high-frequency trades

By   /  Friday, October 14th, 2011  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on Santa Barbara software fishes for high-frequency trades

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Maguire teams up with Florida firm

By   /  Thursday, August 18th, 2011  /  Banking & Finance, Personal Finance, Top Stories  /  1 Comment

Maguire Investments of Santa Maria has joined forces with JHS Capital Advisors, a Florida-based asset management firm.