Leadership

President

Mullen & Henzell, L.L.P.
8059661501

Vice President

Charles Schwab
805-884-4204

Secretary

Northern Trust
805-884-4328

Treasurer

805-963-2470

Immediate Past President

Morton Capital
805 570 8765

Past President

Montecito Bank & Trust
805-564-7352

Past President

MacFarlane Faletti & Company LLP
805 966 4157

Director

Anderson Financial Solutions & Ins Services
805 569 7666

Director

CHANNEL WEALTH
805 770-1352

Director

Mission Wealth
805-690-9011

Director

Mullen & Henzell
805 966-1501

Director

Quinn Fiduciary Services
805 845 5664

Director

Bank of America Private Bank
805 957 4426

Director

C&D llp
805 688 5505

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