The Presidio Group, an independent financial services firm, has brought in Steve Aucamp and Brian Pierson from Convergent Wealth Advisors as managing directors and co-heads of its new office in Washington, DC.

The Presidio Group, an independent financial services firm, has brought in Steve Aucamp and Brian Pierson from Convergent Wealth Advisors as managing directors and co-heads of its new office in Washington, DC. Samantha Dean and Brad Lackey, also both formerly with Convergent Wealth Advisors, will also join Aucamp and Pierson in the DC office as vice presidents.

“This is an exciting time for The Presidio Group and our expansion into the DC market is only the beginning as we look to broaden our geographic footprint into a number of attractive markets throughout the US,” said Karl Schade, chief executive of The Presidio Group.

Aucamp has over 20 years of experience advising ultra-wealthy individuals and family offices. Prior to joining Convergent Wealth Advisors in 2004, Aucamp served as vice president and relationship manager of Atlantic Trust Private Wealth Management. Before that, he practiced law for 11 years. 

Pierson meanwhile was previously a director in the advisory group of Convergent Wealth Advisors, having joined that firm in 2000. Prior to Convergent, he worked at NASDAQ. 

Dean spent the last nine years at Convergent Wealth Advisors – also most recently as a director in the advisory group – while Lackey was an associate director at the firm.

Today, The Presidio Group has some $4.3 billion under advisement, 60 employees and offices in San Francisco, CA, Dallas, TX, and Washington, DC.