Amber Ortiz is a senior vice president and team lead for City National Bank’s Private Banking team, located in Montecito, CA. She advises high-net-worth individuals, families, foundations and endowments on wealth and estate strategies including investment management, customized credit facilities, and tax strategy. She works with her team to address each client’s needs with customized solutions.
Ms. Ortiz has more than 18 years of experience in the financial services industry. Prior to City National, she was a private client advisor at Union Bank/Santa Barbara Bank & Trust. Before that she worked at Bank of America and Washington Mutual.
Ms. Ortiz earned a bachelor’s degree from the University of California, Santa Barbara. She is a Certified Financial Planner™, Certified Exit Planning Advisor and registered and licensed securities representative, holding California life and health insurance licenses. She is involved in United Way, Girls Incorporated of Greater Santa Barbara and UC Santa Barbara.