Jerry Clebanoff

Jerry Clebanoff, CFA

Senior Partner

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.

Prior to joining West Oak Capital, Jerry had a productive twenty-seven year tenure at City National Bank, where he served as Senior Vice President and Chief Investment Officer, followed by six years as Senior Vice President and Portfolio Manager for U.S. Trust Company. During his career, Jerry has served on several committees responsible for managing asset management and trust administration within financial services organizations, including the Trust Investment Committee, Trust Administration Committee and Profit Sharing Committees of City National Bank.

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. He has been quoted in numerous print articles and radio programs on a variety of investment-related topics, as well as a panelist at the CNBC Investment Conference at the Los Angeles Convention Center.

Jerry is a former Adjunct Assistant Professor for the Los Angeles Community College District and has taught several courses in business and finance since 1976. He also serves as a volunteer Vice President and Trustee for The Community Foundation for Oak Park.

For relaxation, Jerry enjoys trout fishing in the Eastern Sierra.

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