Articles tagged "Brodie Cobb"
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How Tiedemann and Presidio did a no-cash merger of their $4.9 billion and $4 billion RIAs -- and their disarming honesty about jitters
A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity
August 16, 2016 at 9:05 PM
How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling
First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team
February 25, 2014 at 4:33 AM
A giant San Francisco RIA is poaching a Northern Trust talent to create a Chicago duchy
Presidio Group is banking on Tom Smith being able to replicate his business building track record on its behalf -- a lot to live up to
June 14, 2012 at 6:26 AM
Mark Palmer departs Cetera and joins big West Coast RIA
Presidio Financial Partners knew the veteran from his Schwab days and lured him back to San Francisco
February 25, 2011 at 3:01 PM
Fidelity arms its RIAs for battle with white-glove brands
Pershing and Schwab are also angling for advisors game to bag some mega-clients
October 25, 2010 at 4:19 AM
[Updated] Former wealth manager for Montgomery Securities and Presidio Financial is remaking his [big] practice in wine country as an RIA
Michael Russo is signing clients and making hires from digs in Napa
