Cheyne B. Sorensen
Portfolio Manager-Equities at Montecito Bank & Trust (Invt Mgmt)
Profile
Mr. Cheyne B.
Sorensen, CFA, is a Vice President & Senior Portfolio Manger at Montecito Bank & Trust.
He has over 14 years of experience working directly with clients both domestically and internationally.
He received Bachelors of Science in Economics, University of Oregon.
Cheyne B. Sorensen active positions
Companies | Position | Start |
---|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Portfolio Manager-Equities | 01/11/2022 |
Former positions of Cheyne B. Sorensen
Companies | Position | End |
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Northwest Investment Counselors LLC
Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Analyst-Equity | - |
Training of Cheyne B. Sorensen
University of Oregon | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Northwest Investment Counselors LLC
Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Finance |
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