Santa Barbara, CA - Montecito Capital Management & Montecito Equity Partners opens another office in Santa Barbara financial district. Contact Senior Partner, Kipley J. Lytel, CFA, 805.965.7955.
Release of new business office opening and designates head of operations for Santa Barbara with background and experience.
Santa Barbara, CA - Senior Partner, Kipley J. Lytel, CFA, has opened another office for money management and financial planning firm Montecito Capital Management and private equity firm, Montecito Equity Partners in Santa Barbara's Financial District.
Mr. Lytel has over 15 years of investment finance experience, with expertise in portfolio management, financial planning, equity valuation, bond analysis, private placements, and buy/sell recommendations. He received his Masters of Business Administration (MBA) with Honors from the Peter F. Drucker School of Management at Claremont Graduate University, where he also received his undergraduate Bachelors of Arts (BA) degree in Economics.
Mr. Lytel is a Chartered Financial Analyst (CFA) and an active member of the Association of Investment Management and Research (AIMR) and the Los Angeles Society of Financial Analysts (LASFA). He serves as a Senior Grader for AIMR's CFA Examination and has been a Regional Expert for AIMR's advisory panel on investment management covering: institutional portfolio management, individual portfolio management, analysis of alternative investments, macro strategy formulation, and quantitative modeling applications.
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