Tony Somoza

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.

Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI.

Santa Barbara Bank & Trust, NA is a company based in Agoura Hills, CA.

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.

A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.

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.

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.