Montecito Private Banking Office

Banking services are not
available at this location

Office hours are
by appointment only.

1205 Coast Village Road
Montecito, CA 93108
Directions

ATM
ATM Open 24 Hours
Additional Services Available
  • ATM
  • Trust Services
ATM
ATM Open 24 Hours
Additional Services Available
  • ATM
  • Trust Services
Please note: Cash, deposit and payment services are not available at this office. ATM service is available.

The City National Difference Montecito

City National Private Banking helps wealthy families protect, grow and ultimately transition their wealth. Our team of private bankers and advisors learns what’s most important to each client and tailors strategies around those goals and preferences.

Learn more about City National.


*Subject to credit approval. Customized lending does not apply to all products.

City National Private Banking helps wealthy families protect, grow and ultimately transition their wealth. Our team of private bankers and advisors learns what’s most important to each client and tailors strategies around those goals and preferences.

Learn more about City National.


*Subject to credit approval. Customized lending does not apply to all products.


Meet the Montecito Team

  • Leo Hamill, CFA Senior Vice President
    Region Manager Private Banking
    Leo Hamill is a senior vice president and regional manager with City National Bank's Private Banking team. Based in the Central Coast Regional Center, he leads a team of private bankers and private client advisors serving high-net-worth families and select professional services firms.

    Mr. Hamill has 25 years of financial services experience. Prior to joining City National, he was a regional managing director for Union Bank in the Central Coast area and was responsible for The Private Bank wealth management offering as well as the bank’s two registered investment advisors. Before that, he served as regional director for Wells Fargo Private Bank in North Central California.

    Mr. Hamill earned a bachelor's degree from the University of California, Santa Barbara. He holds a Chartered Financial Analyst designation, is a registered and licensed securities representative, and a registered and licensed investment representative.

    For more information about this financial advisor, please see FINRA's BrokerCheck.
  • Annamarie Sharpe Vice President
    Senior Trust Real Estate Officer

    Annamarie Sharpe serves as Vice President and Senior Trust Real Estate Officer for City National Trust & Estate. In this capacity, she manages real estate properties throughout California and on the East Coast.



    Annamarie has more than 25 years’ experience in trust real estate, including 10 years at Santa Barbara Bank & Trust as the Manager of Trust Real Estate. Ms. Sharpe’s professional experience includes managing residential, multi-family, commercial and industrial properties, as well as unimproved land. Her expertise includes the management, sale and acquisition of real estate, mineral, oil and gas assets, secured and unsecured notes and specialty assets.



    Ms. Sharpe received her Bachelor’s Degree from the University of California, Santa Barbara. She served on Union Bank’s Central Coast leadership team responsible for strategic planning. Annamarie is active in the United Way of Santa Barbara, the American Heart Association and is Vice President of the Dos Pueblos High School Athletic Booster Club Board of Directors.

  • Roy Martinez Vice President
    Client Manager
    Roy Martinez is a Client Manager with City National Bank's Private Banking team. Based in the Montecito Office, Roy works with a team of wealth management professionals focused on helping high net worth clients achieve their goals through the coordinated delivery of customized, comprehensive financial services.

    Roy has more than 35 years of banking experience in lending, international banking, cash management and wealth management. He is a registered and licensed securities representative and holds his California life and health insurance licenses. Prior to joining City National Bank, he worked for Union Bank/Santa Barbara Bank & Trust, U.S. Trust and Security Pacific National Bank. Leveraging his broad experience, he assists the team in identifying and meeting the complete financial needs of clients.

    Roy is active in the community and currently serves on the board of directors for Court Appointed Special Advocates of Santa Barbara County as well as the Santa Barbara Chamber Orchestra.

    For more information about this financial advisor, please see FINRA's BrokerCheck.
  • Susan C. Rogers, CFP®, CTFA Vice President
    Senior Trust Advisor
    Susan Rogers is a Senior Trust Advisor with City National Bank's Private Banking team. Based in the Coastal Valley Regional Center, she is responsible for working with a team of experts to help deliver the bank's full range of financial solutions to high net worth clients.

    Prior to joining City National, Ms. Rogers held trust management positions with Northern Trust, U.S. Trust, and Santa Barbara Bank & Trust, which became Union Bank. She began her career in the trust industry as an estate planning and probate paralegal.

    Ms. Rogers earned her Bachelor of Science in Political Science and Pre-Law from Texas Tech University. She is a Certified Financial Planner (CFP®), Certified Trust and Financial Advisor (CTFA) and a member of the Santa Barbara Club.
  • Amber Ortiz, CFP® Vice President
    Private Banker
    Amber Ortiz is a Private Banker with City National Bank's Private Banking team. She advises high net worth individuals and families, foundations and professional services firms on integrated wealth management strategies, including comprehensive investment management, customized credit facilities and private banking solutions.

    Amber has more than 14 years of experience in the financial services industry. Before joining City National, she assisted individuals, families and foundations as a Private Client Advisor at Union Bank/Santa Barbara Bank & Trust. Prior to that, she worked at Bank of America and Washington Mutual.

    Amber earned a bachelor’s degree from UC Santa Barbara (UCSB). She is a Certified Financial Planner (CFP®) and a registered and licensed securities representative, and she holds California Life and Health Insurance licenses. Ms. Ortiz is deeply involved in her local community, including United Way, Domestic Violence Solutions, Alpha Resource Center, Girls Incorporated of Greater Santa Barbara and UC Santa Barbara.

    For more information about City National Securities, Inc. and this financial advisor, please see FINRA's BrokerCheck.
  • Brian Kerstiens, CFP®, CTFA Private Wealth Analyst
    Brian Kerstiens is a Private Wealth Analyst with City National Bank's Private Banking team and is based in the Montecito Office. He is responsible for supporting a team of experts with financial planning and investment analysis for high-net-worth individuals and families.

    Mr. Kerstiens has over 10 years of professional experience in the financial services industry. He most recently served as a Trust Officer at The Private Bank of Union Bank.

    Mr. Kerstiens earned his Bachelor of Science in Business Administration and MBA in Financial Planning from California Lutheran University. He is a CERTIFIED FINANCIAL PLANNERTM professional, holds the Certified Trust and Financial Advisor (CTFA) certification and is a licensed securities representative. As an active member of the community, he volunteers at numerous nonprofit events each year and is a member of United Way of Santa Barbara County’s Young Leaders Society.

    For more information about this financial advisor, please see FINRA's BrokerCheck.

Leo Hamill, CFA

Senior Vice President
Region Manager Private Banking
Leo Hamill is a senior vice president and regional manager with City National Bank's Private Banking team. Based in the Central Coast Regional Center, he leads a team of private bankers and private client advisors serving high-net-worth families and select professional services firms.

Mr. Hamill has 25 years of financial services experience. Prior to joining City National, he was a regional managing director for Union Bank in the Central Coast area and was responsible for The Private Bank wealth management offering as well as the bank’s two registered investment advisors. Before that, he served as regional director for Wells Fargo Private Bank in North Central California.

Mr. Hamill earned a bachelor's degree from the University of California, Santa Barbara. He holds a Chartered Financial Analyst designation, is a registered and licensed securities representative, and a registered and licensed investment representative.

For more information about this financial advisor, please see FINRA's BrokerCheck.

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Investment and Insurance Products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

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