Jerry Clebanoff
Senior Partner, Portfolio Manager
West Oak Capital LLC
United States, California, Westlake Village
About Me
Jerry brings over 35 years of investment experience managing portfolios for affluent families and charitable foundations. He joined West Oak Capital as a Portfolio Manager in 2006.
Profile Information
Senior Partner, Portfolio Manager
West Oak Capital LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake Village
California
United States
May 15, 2024
More profiles to browse
Jonathan Howard
Portfolio Manager
Lisa Snider
Founding Partner
TS
Tony Somoza
Senior Vice President
Byron Snider
Founding Partner and President
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth