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Tony Somoza
Portfolio Manager-Equities at West Oak Capital LLC
Network origin in Tony Somoza first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tony Somoza via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal Sales & Marketing | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Professional Healthcare Systems
![]() Professional Healthcare Systems Internet Software/ServicesTechnology Services Part of Nippon Telegraph & Telephone Corp., Professional Healthcare Systems provides information systems to hospitals. Professional Healthcare Systems was acquired by NTT DATA, Inc., a subsidiary of Nippon Telegraph & Telephone Corp. from American Medical Holdings, Inc. on July 20, 1992. | Internet Software/Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
California State University-Northridge | College/University | Graduate Degree | |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Corporate Officer/Principal |
Statistics
International
United States | 9 |
Sectoral
Finance | 5 |
Consumer Services | 4 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 3 |
Founder | 2 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Most connected contacts
Insiders | |
---|---|
Byron Brand Snider | 5 |
Lisa Tyler Snider | 5 |
Jerry Clebanoff | 4 |
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