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Press Release

Presidio Bank Opens San Mateo Office

Company Release - 11/11/2014 7:42 PM ET

SAN FRANCISCO--(BUSINESS WIRE)-- Presidio Bank (OTCBB:PDOB), a Bay Area business bank, today announced it will officially open its new San Mateo office on November 12, 2014. The office is located on the ground floor at 400 South El Camino Real in one of San Mateo's most prestigious office buildings. Its downtown location is easily accessed by highways 101, 92 and 280, and provides visitor parking.

Presidio Bank San Mateo Team: Adam Baughman, Relationship Manager; Steve Fick, Market Manager; and C ...

Presidio Bank San Mateo Team: Adam Baughman, Relationship Manager; Steve Fick, Market Manager; and Claudia Ferguson, Relationship Manager (Photo: Business Wire)

The Presidio Bank San Mateo team is comprised of highly-regarded, veteran business and personal bankers with years of experience in the San Mateo market.

  • Stephen Fick, SVP/Market Manager - With multi-generational roots in the San Mateo community, Steve worked for Boston Private / Borel Bank in various senior roles since 1993. Mr. Fick is a San Mateo Rotarian and board member of Peninsula Bridge. (Contact at 650-645-6483 or
  • Claudia Ferguson, SVP/Relationship Manager - Claudia is a highly accomplished personal and business banker, with deep roots in the community. Ms. Ferguson was previously with Boston Private / Borel Bank, Mid-Peninsula Bank, and Burlingame Bank & Trust. (Contact at 650-645-6484 or
  • Adam Baughman, VP/Relationship Manager - Adam is an experienced relationship-driven business banker, previously of Boston Private / Borel Bank in San Mateo. Mr. Baughman is also very active with non-profit boards and serves his community as an effective volunteer. (Contact at 650-645-6485 or
  • Sylvia Rich, AVP/Relationship Service Manager – Sylvia was also previously at Boston Private / Borel Bank in San Mateo and prior to that was with Peninsula Bank of Commerce. (Contact at 650-645-6486 or
  • Tina Gibson, AVP/Relationship Service Manager – Before coming to Presidio Bank, Tina worked 7 years at Boston Private / Borel Bank in San Mateo and 5 years at Citibank. In her spare time Tina is an author and practices martial arts. (Contact at 650-645-6487 or

Steve Heitel, Presidio Bank’s President & CEO, expressed his pride in expanding to this region, “San Mateo is a key and vibrant business community. We are excited to have a local office that is staffed with veteran bankers who have deep roots here.”

The Presidio Bank San Mateo office has also assembled a prestigious Advisory Board as part of its team. This group gives insight into how Presidio Bank can best serve the needs of the local community.

  • Harold (Hal) Fick, retired CEO, Director, and Co-Founder of Borel Private Bank & Trust Company - After 30 years, Borel Private Bank & Trust Company merged with and became Boston Private Bank & Trust Company. Hal has been a pillar of the local community and continues to lend his vast experience. As a multi-generational resident of San Mateo, he is past director and president of the San Mateo Chamber of Commerce, Merchants Association, Historical Association, and St. John’s Cemetery. He has been past director of the Mental Health Association of San Mateo County, Hillsborough Beautification Foundation, and San Mateo Arboretum Society. He currently serves on the City of San Mateo Investment Advisory Committee.
  • Todd Foster, Partner at Foster Enterprises – He has worked for Foster Enterprises in real estate development, property management, and asset management for twenty-six years. During his tenure as partner, they have developed residential properties in Maryland, Florida and California. In addition, Todd, with his partners, has worked on more than one and a half million square feet of office and R and D properties in all capacities including: development, acquisition, disposition, financing, asset and property management, and repositioning. Todd is a member of San Mateo Rotary, was the board chair for Peninsula Family Service, and has recently joined the board of the Police Activities League.
  • Clarke Funkhouser, Managing Director, Principal and Partner at Cassidy Turley - Clarke has been a Partner in the Burlingame Cassidy Turley office for the past fifteen years, specializing in Office Leasing and Investment Sales. Cassidy Turley is one of the nation’s largest commercial real estate service firms and a leader in assisting clients to create more sustainable workplace environments. He is active in the community as a San Mateo Rotarian; Past Chairman of the San Mateo Area Chamber of Commerce; and President of the Hillsborough Little League. He spends his spare time Fly Fishing.
  • Edward Phillips, Entrepreneur – Edward served as CEO of Summit Travel, American Express, a travel and tourism industry management firm, for 22 years. He oversaw the growth of the company's sales to more than $50 million, 70 employees and seven locations. He has served on boards for American Express Travel, United Airlines, and Travel + Leisure Magazine. After selling his company in 2012, Ed started a travel, tourism and mobile technology consulting practice and invested in multi-unit franchise restaurants. A Peninsula resident for over 35 years, Ed serves on the San Mateo Rotary Board of Directors and is a former board member of Community Gatepath/Poplar Recare.
  • Jim Ruane, President of Patrick J. Ruane Inc. - Patrick J. Ruane Inc., a lath, plaster and drywall firm started by his uncle in 1940, is a full service contractor with a specialty and expertise in high end finishes and historical restoration. Jim serves as a management trustee on numerous trust funds, boards and committees and is the vice president of the Wall and Ceiling Alliance, a contractor organization representing over 100 contractors and associate members in Northern California. In addition to his contracting business, Jim has been on the San Bruno City Council since 1995 and has served as Mayor since 2009.
  • Golnar Yazdi, Founding Partner of Anderson Yazdi Hwang Minton + Horn LLP- Golnar’s firm delivers sophisticated tax, trust and estate controversy-related counsel to a diverse base of high-net-worth clients and fiduciaries. For more than 20 years, Golnar has counseled her clients on a wide range of estate planning matters. Her peers have selected her to the Northern California Super Lawyers® Top 50 Women list (2012-2014), the Northern California Super Lawyers® Top 100 list (2014), and the Super Lawyers® list (2009-2014). Golnar is currently the vice-chair of the board of trustees of the Mills-Peninsula Hospital Foundation and on the board of trustees of Lick-Wilmerding High School. She also serves as a member of the Mills-Peninsula Hospital Philanthropy Advisors Council, the Peninsula Family Service of San Mateo County Advisory Council, and the advisory committee of the Legal Aid Society of San Mateo County where she was former board president.

“Our Advisory Board is made up of distinguished individuals who are pillars within the San Mateo community,” said Heitel. “We consider it a great compliment, as well as an asset, to have them on our team.”

About Presidio Bank

Presidio Bank provides business banking services to small and mid-size businesses, including professional service firms, real estate developers and investors, and not-for-profit organizations, and to their owners who desire personalized, responsive service with access to local decision makers. Presidio Bank offers clients the resources of a large bank combined with the personalized services of a neighborhood bank. Presidio Bank is headquartered in San Francisco, California and currently operates five banking offices in San Francisco, Walnut Creek, San Rafael, San Mateo and Palo Alto. More information is available at Presidio Bank is a member of FDIC and an Equal Housing Lender.

Presidio Bank
Steve Heitel, 415-229-8428
President & CEO
Steve Fick, 650-645-6483
SVP/Market Manager
Annette Gelinas, 415-229-8415
SVP/Marketing Director
925-787-2956 (c)

Source: Presidio Bank