People Moves

The Presidio Group Promotes Eight Partners, Announces New Board

Eliane Chavagnon Editor - Family Wealth Report April 24, 2014

The Presidio Group Promotes Eight Partners, Announces New Board

The Presidio Group has promoted eight to equity partners, bringing the total number of employee-partners to 15.

The Presidio Group has promoted eight to equity partners, bringing the total number of employee-partners to 15.

The new employee-partners are: Bruce Brugler; Colin Carter; Antonio Casal; Jerry Deren; Tom Emig; Pablo Ferreri; Kelly Lawson; and, Barry Rudolph.

Existing Presidio employee-partners include: Brodie Cobb; Will Evers; Mark Guinney; Bill Lamm; Karl Schade; Ken Wallace; and Jeff Zlot.

The Presidio Group has also formed a new, five-member board comprised of Schade, chief executive; Cobb, founder, executive chairman and head of the firm’s auto and truck investment banking group; and Carter, managing director; as well as independent directors Glenn Darden and William Price.

The Presidio Group is a personal and corporate financial services firm with banking, private equity and wealth advisory units. The firm is based in San Francisco, CA, and Dallas, TX.

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