Strategy
Marin County Wealth Manager Rebrands, Hires Business Development Director
Tamalpais Bancorp has changed its fee-based wealth management
subsidiary's name to Tamalpais Wealth Advisors. According to
William Osher,
TWA's chief operating officer, the name change reflects both the
name change of the parent company in June 2008 from Epic Bancorp
and the community in which the firm operates.
California-based TWA has also hired Jonathan Leidy as its first director of business development. Mr Leidy has spent a decade in the wealth management industry, first with Charles Schwab and more recently with Salient Wealth Management.
Mr Leidy directed business development at Salient during a period
when the
San Rafael firm more than doubled its assets under management. He
was also the chair of the firm's financial planning committee and
was responsible for creating and implementing many of the firm's
best practices in that area.
TWA currently has $283 million in assets under management. The firm's clients include high net worth individuals and institutions.
