Tony Somoza
Portfolio Manager-Equities at West Oak Capital LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Byron Brand Snider | M | - |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | 21 years |
Jerry Clebanoff | M | - |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | 18 years |
Lisa Tyler Snider | F | - |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | 21 years |
Connections Chart
Multi-company connection
Statistics
Country | Connections | % of total |
---|---|---|
United States | 3 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Tony Somoza
- Personal Network