Allan Bortel, MBA, CFA

Advisor

Long-recognized as a top analyst by Institutional Investor magazine, Allan G. Bortel is a retired securities analyst. He served as a Director of Tamalpais Bancorp and as Chairman of the Compensation Committee of the Tamalpais Bancorp Board. 

Mr. Bortel became a Chartered Financial Analyst (CFA) in 1971. During his career, Mr. Bortel was associated with Lehman Brothers, Loeb Rhoades & Co., and Sutro & Co., in their San Francisco-based research departments. He is a 1979 graduate of the School of Mortgage Banking of the Mortgage Bankers Association. 

A long-time Trustee of the Belvedere-Tiburon Library, Mr. Bortel is currently a member of the Marin County Commission on Aging (MCCA). He is an advocate of affordable housing and is the Chairman of the Housing and Transportation Committee of the MCCA. Mr. Bortel is a member of the shadow California Senior Legislature's Senate and he serves on the board of Marin Villages, an organization which helps seniors “age in place” with the services of a large corps of volunteers.

Mr. Bortel earned an MBA in Finance at the University of California, Berkeley and a BS in Economics from The Wharton School of the University of Pennsylvania.