Tony Somoza
Portfolio Manager-Aktien bei West Oak Capital LLC
Profil
Mr. Antonius G.
Somoza is Senior Vice President at West Oak Capital LLC.
He has over 35 years of investment experience managing portfolios for affluent families, charitable foundations, pensions and government agencies.
Prior to joining West Oak Capital in 2016, Mr. Somoza served as senior investment strategist at Comerica Bank and, previously, Santa Barbara Bank & Trust.
At Comerica, he was the senior portfolio manager for their Wealth & Institutional Management team for the western region.
His experience includes investment-related positions at U.S.
Trust Company, Bank of America and Chase Manhattan Bank.
During his career, he has served as equity director, managed a taxable bond common trust fund and served on various investment and administrative committees.
He earned his bachelor's degree from California State University, Fullerton and completed the Certified Financial Planner program in 1986.
He is a member of the CFA Institute and CFA Society of Los Angeles.
Aktive Positionen von Tony Somoza
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.2016 |
Ehemalige bekannte Positionen von Tony Somoza
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Tony Somoza
| California State University-Fullerton | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
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 |
