Company Overview

Tamalpais Wealth Advisors, founded in 2005, is a San Francisco Bay Area-based wealth management firm with over $250 million in assets. We provide customized wealth management services for high net worth individuals and institutions as well as institutional fixed-income portfolio management.

Our Team

Tamalpais Wealth Advisors' team of deeply skilled, experienced investment professionals adheres to a high standard of personal service, providing unbiased and independent advice. Our success is defined by our ability to help you achieve your lifetime financial goals.

 
 
Bill Osher

William Osher, CFA

Principal
Chief Operating Officer

Chief Economist, Director of Fixed Income

Mr. Osher manages the firm’s fixed income portfolios and is the firm’s economic and sector strategist. As the chair of the Investment Strategy Committee, Bill is responsible for setting the top down direction for both the firm’s equity and fixed income investments. Previously, Bill was the Chief Economist, Director of Fixed Income Investments and Equity Sector Strategist for Harris Bretall, Sullivan and Smith L.L.C., where he was also a senior portfolio manager. Bill received his B.A. from Claremont McKenna College and his M.B.A. in Finance and Accounting from Northwestern University’s J.L. Kellogg Graduate School of Management. He earned his Certified Pension Consulting degree in 1982 and his Chartered Financial Analyst (CFA) in 1992. Bill is the current treasurer for the Town of Tiburon, California. He is also a member of the CFA Institute, the Security Analysts of San Francisco and the California Municipal Treasurers Association.

 
Seth Scholar

Seth A. Scholar

Principal
Director of Equity Investments

Mr. Scholar directs the firm’s equity research efforts and manages its Core Equity Portfolio.  Seth is a member of the Investment Strategy Committee, where he brings a bottom-up perspective to the firm’s investment process.  Previously, Seth was the Portfolio Manager and Senior Research Analyst at Sand Hill Advisors, where he managed the firm’s Core and Income Portfolios.  Prior to that, Seth was Vice President and Research Analyst at Harris Bretall, Sullivan and Smith, where he co-managed  the  Technology, Communications and Entertainment Portfolio.  Previous experience included positions at Hambrecht & Quist and Bear Stearns.  Seth received a B.A. in Business/Economics from the University of California, Santa Barbara in 1987.  He is licensed as an Investment Advisor Representative (NASD Series 65).

 
Jonathan Leidy

Jonathan Leidy, CFP®

Director of Business Development

Mr. Leidy spearheads new client cultivation for the firm. His primary responsibilities included meeting with prospective clients, introducing them to our offering, and ensuring their transition to TWA is seamless. Jonathan is also a key contributor to each client’s financial plan, both at the outset of the relationship and on an ongoing basis. Jonathan joined the firm from Salient Wealth Management, LLC, where he marshaled their business development efforts and was the chair of the financial planning committee. Prior to Salient, Jonathan was a Vice President with Charles Schwab & Co., working out of the Corte Madera branch. He holds a B.S. in Managerial Economics and an Associate’s Degree in Mathematics from UC Davis. He is a CFP® and a former NASD licensed representative (Series 7 and 66). Jonathan is a Marin County native and currently lives with his wife, Erin, in San Rafael. He is also an active participant in the community and serves on the board of directors for Big Brothers Big Sisters of the North Bay.

 
Dave Hudson

David R. Hudson
Portfolio Manager, Trader

Mr. Hudson works diligently to address our clients’ financial planning needs and is a member or the firm’s Investment Strategy Committee.  He is also responsible for the firm’s trading and oversees its operations department.  Dave received a B.A. in Economics from New York University in 2003 and has a Graduate Certificate in Financial Planning from Golden Gate University in San Francisco.  He joined Tamalpais Wealth Advisors in January 2005, and is licensed as an Investment Advisor Representative (NASD Series 65).  Dave has passed the rigorous Certified Financial Planner examination, and is awaiting certification as a CFP®.

 
 

Allison Sullivan Black
AVP Client Relations

Ms. Black has been with Tamalpais Wealth Advisors since its inception in 2005, and leads our client service effort. Allison has almost 15 years of experience helping high net worth clients and their families improve their lives through financial planning. Allison started her career in the Chicago area at Salmon Smith Barney and continued with the firm for another five years in New York City as a key member of a portfolio management group with over $500M in client assets. Prior to joining TWA, Allison enjoyed overseeing client relations for a boutique Marin County investment advisor. Ms. Black received her B.A. from Winona State University in Minnesota in History and Philosophy. She has a Graduate certificate in Financial Planning from Golden Gate University and is a Registered Investment Advisor Representative (NASD Series 65). Allison lives in Marin County with her husband Sam and two young children.