Allan G. Bortel
Director/Board Member at Tamalpais Wealth Advisors
Profile
Mr. Allan G.
Bortel is Vice Chairman, Secretary & Treasurer at Tamalpais Wealth Advisors, a Director at Tamalpais Bancorp, Vice President at Reedlands Property Owners Association, Vice Chairman, Secretary & Treasurer at Epic Wealth Management, and a Member at The Belvedere-Tiburon Library Foundation.
He is on the Board of Directors at Tamalpais Wealth Advisors and Tamalpais Bancorp.
Mr. Bortel was previously employed as a Trustee by Belvedere-Tiburon Library.
He also served on the board at Tamalpais Bank.
He received his undergraduate degree from the University of Pennsylvania and an MBA from the University of California, Berkeley.
Allan G. Bortel active positions
| Companies | Position | Start |
|---|---|---|
| Reedlands Property Owners Association | Corporate Officer/Principal | - |
| The Belvedere-Tiburon Library Foundation | Corporate Officer/Principal | - |
Tamalpais Wealth Advisors
 Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Director/Board Member | 21/02/2011 |
Former positions of Allan G. Bortel
| Companies | Position | End |
|---|---|---|
| Tamalpais Bank | Director/Board Member | 09/05/2011 |
| Belvedere-Tiburon Library | Director/Board Member | - |
| TAMALPAIS BNCP | Director/Board Member | - |
Training of Allan G. Bortel
| University of Pennsylvania | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Tamalpais Bancorp
 Tamalpais Bancorp Regional BanksFinance Tamalpais Bancorp operates as a holding company for Tamalpais Bank. It offers banking services. The company was founded on December 20, 1988 and is headquartered in San Rafael, CA. | Finance |
| Reedlands Property Owners Association | |
| Tamalpais Bank | Finance |
| Belvedere-Tiburon Library | |
| The Belvedere-Tiburon Library Foundation | |
Tamalpais Wealth Advisors
Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Finance |
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