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West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.
City National Bank has hired a team of prominent South Coast private bankers as it gets ready to launch an expansion into Santa Barbara County. The Los Angeles-based bank, one of the largest based in California, said Tuesday that it has hired Leo Hamill, Susan Rogers, Annamarie Cole, Amber Ortiz and Roy Martinez. All are Read More →
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The debt-burdened parent of the largest wealth management firm in the region is shaking up the Santa Barbara company’s leadership ranks. Michael Mayfield, CEO and co-chief investment officer of Santa Barbara Asset Management, is retiring from the firm effective March 1, after 18 years with the company. James Boothe, a portfolio manager at the Santa Read More →
