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Tony Somoza
Gestore di Portafoglio-Azioni presso West Oak Capital LLC
Posizioni attive di Tony Somoza
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2016 | - |
Storia della carriera di Tony Somoza
Precedenti posizioni note di Tony Somoza
Società | Posizione | Inizio | Fine |
---|---|---|---|
Comerica Bank & Trust, NA
![]() Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | - | - |
Santa Barbara Bank & Trust, NA
![]() Santa Barbara Bank & Trust, NA Major BanksFinance Santa Barbara Bank & Trust, NA is a company based in Agoura Hills, CA. | Corporate Officer/Principal | - | - |
The Chase Manhattan Bank NA
![]() The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - | - |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - | - |
US Trust Corp.
![]() US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Gestore di Portafoglio-Azioni | - | - |
Pacific Capital Bancorp. (Invt Mgmt)
![]() Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Founded in 1960, Pacific Capital Wealth Management Services is a wealth management firm located in Santa Barbara, California. The firm is a wholly-owned subsidiary and the lead bank of Pacific Capital Bancorp (NASDAQ: PCBC), a multi-bank holding company formed in 1982. | Gestore di Portafoglio-Azioni | - | - |
Formazione di Tony Somoza
California State University-Fullerton | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Settori
Finance | 8 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 7 |
---|---|
The Chase Manhattan Bank NA
![]() The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
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. | Finance |
Pacific Capital Bancorp. (Invt Mgmt)
![]() Pacific Capital Bancorp. (Invt Mgmt) Investment ManagersFinance Founded in 1960, Pacific Capital Wealth Management Services is a wealth management firm located in Santa Barbara, California. The firm is a wholly-owned subsidiary and the lead bank of Pacific Capital Bancorp (NASDAQ: PCBC), a multi-bank holding company formed in 1982. | Finance |
US Trust Corp.
![]() US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
Comerica Bank & Trust, NA
![]() Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Finance |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Santa Barbara Bank & Trust, NA
![]() Santa Barbara Bank & Trust, NA Major BanksFinance Santa Barbara Bank & Trust, NA is a company based in Agoura Hills, CA. | Finance |
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