
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
TS
Tony Somoza
Senior Vice President
Byron Snider
Founding Partner and President
Jonathan Howard
Portfolio Manager
Lisa Snider
Founding Partner
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management