Tony Somoza
Portefeuillebeheerder-Aandelen bij West Oak Capital LLC
Actieve functies van Tony Somoza
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2016 | - |
Loopbaan van Tony Somoza
Eerdere bekende functies van Tony Somoza
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | - | - |
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. | Portefeuillebeheerder-Aandelen | - | - |
Opleiding van Tony Somoza
California State University-Fullerton | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 8 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 7 |
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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 |
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 |
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 |
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 |
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 |
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