Leadership

President

Quinn Fiduciary Services
805 845 5664

Vice President

Morton Capital Management
805 570 8765

Secretary

U.S. Trust Bank of America Private Wealth Mgmt
805 957 4426

Treasurer

Bergquist Wang, LLC
805 568 5313

Immediate Past President

MacFarlane Faletti & Company LLP
805 966 4157

Past President

Montecito Bank & Trust
805-564-7352

Past President

Fell Marking Abkin & Montgomery
805 963 0755

Director

Mission Wealth
805-690-9011

Director

Mullen & Henzell
805 966-1501

Director

Farr Johnen & Associates
805 644 3500

Director

Northern Trust
805-884-4369

Director

Ambrecht & Associates
8059651329

Director

Berti Spechler Sarmiento McKay & Co
805 963 0571

Director

Mission Wealth
805 690 3850

The SBEPC Roster, its mailing addresses, and its email addresses, are not to be used for any purpose other than EPC business.