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Allan G. Bortel, CFA is a retired securities analyst who has lived in Tiburon, CA, for nearly 37 years. He was appointed as Vice Chairman of Epic Wealth Management in April 2007. He has served as a Director of Epic Bancorp and Chairman of the Compensation Committee of the Epic Bancorp Board since May 2004. Mr. Bortel became a Chartered Financial Analyst (CFA) in 1971. His industry specialty was financial companies. Mr. Bortel was recognized as a top analyst for many years by Institutional Investor magazine in its annual poll of stock brokerage research. During his career, Mr. Bortel was associated with Lehman Brothers, Loeb Rhoades & Co. and Sutro & Co., in their San Francisco-based research departments. From 1996-1998, Mr. Bortel managed an investment fund that specialized in financial stocks. Mr. Bortel is a Trustee of the Belvedere-Tiburon Library and a commissioner on the Marin County Commission on Aging (MCCA), both appointments of the Tiburon Town Council. He is a member of the Library’s Foundation and serves on a number of library committees. He has a strong interest in affordable housing and serves as the Chairman of the Housing & Transportation Committee of the MCCA. Mr. Bortel is an active volunteer at The Redwoods Retirement Residence, Mill Valley, where he teaches computers and assists residents with the wide range of technological challenges faced by seniors. Mr. Bortel is Vice President of the Reedlands Property Owners Assn. and publishes its newsletter. He serves as the co-Chairman of his Community Emergency Response Training (CERT) unit in southern Marin County. He is a member of the Marin Conservation League’s Land Use Committee and represents para transit on the Citizens Oversight Committee for Marin Transportation Expenditures. Mr. Bortel earned a B.S. (economics) from The Wharton School of the University of Pennsylvania, and his MBA (finance) at the University of California, Berkeley. | 