Byron B. Snider, CFA
President
Byron brings over 23 years of investment experience managing portfolios for affluent families, foundations and some of the largest pension plans in the country.
Prior to founding West Oak Capital in 2003, Byron served as Senior Vice President and Portfolio Manager for U.S. Trust Company, where he was responsible for approximately 50 family and foundation relationships totaling more than $550 million in assets. During his nine-year tenure at U.S. Trust Company, Byron served as Co-Head of the firm’s Beverly Hills office, Director of Equity Investments and head of the firm’s west coast Research department, Chairman of the firm’s weekly Asset Management meetings and Member of the executive Management Committee.
Prior to joining U.S. Trust Company in 1994, Byron served as Vice President and Portfolio Manager for Dimensional Fund Advisors, where he was director of the firm’s trading desk and the senior Portfolio Manager responsible for roughly $6 billion of domestic equity portfolios. Byron’s tenure at Dimensional Fund Advisors was seven years, beginning in 1987 upon his graduation from business school.
Byron earned his BA in Economics from UCLA in 1983 and his MBA from Harvard Business School in 1987. He completed his Chartered Financial Analyst designation in 1995. Byron is a member of the CFA Institute and CFA Society of Los Angeles.
Jerry Clebanoff, CFA
Senior Partner
Jerry brings over 35 years of investment experience managing portfolios for affluent families and foundations.
Prior to joining West Oak Capital in 2006, Jerry served as Senior Vice President and Portfolio Manager for U.S. Trust Company, where he was responsible for approximately $400 million in assets for high net worth clients. Prior to joining U.S. Trust Company in 1999, Jerry served as Senior Vice President and Chief Investment Officer for City National Bank. During his twenty-seven year tenure at City National Bank, Jerry chaired the Trust Investment Committee, served on its Trust Administration Committee and was a member of the Profit Sharing Committee responsible for managing the bank's retirement plan.
Jerry has been quoted in numerous print articles and radio programs on a variety of investment-related topics. He is also an instructor for the Los Angeles Community College District and has taught several courses in business and finance since 1976.
Jerry earned his Bachelor of Science and Masters of Science degrees in Business Administration from California State University, Northridge. He completed his Chartered Financial Analyst designation in 1979. Jerry is a member of the CFA Institute and CFA Society of Los Angeles, and he serves as a Trustee for The Community Foundation for Oak Park.
Lisa T. Snider
Partner
Lisa brings over 20 years experience in marketing, administration and graphic design.
Lisa co-founded West Oak Capital with her husband, Byron, in 2003. She manages office administration for the firm, designs and produces the marketing literature, oversees technical systems and the company website.
Prior to forming West Oak Capital, Lisa served as Marketing Coordinator for Dimensional Fund Advisors (1989-1995). Technical Administrator for Professional Healthcare Systems (1985-1995). Administrator for Barclays Bank (1983-1985). Lisa earned her Bachelor of Arts degree from UCLA, majoring in Sociology.
Marcia Watkins
Operations Manager
Marcia brings over 20 years experience in office administration.
Marcia joined West Oak Capital in 2008 as Operations Manager. She helps clients with a wide variety of account administration matters, as well as coordinating our internal compliance, reporting and proxy voting activities.
Prior to joining West Oak Capital, Marcia was an Office Manager for The Consignment Warehouse (2003-2008). Executive Administrator to the President of DocuSource (1998-2002) and Executive Assistant for IKON Office Solutions (1989-1998).
West Oak Capital is a trademark of West Oak Capital, LLC registered in the U.S. Patent and Trademark office.
West Oak Capital, LLC 2801 Townsgate Road Suite 112 Westlake Village California 91361
PH. 805.230.8282 FX 805.230.8283
Education and Business Background of Our Professionals
