Articles tagged "Brodie Cobb"


HeadlinePublish date

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 — 9:05 PM UTC

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 — 4:33 AM UTC

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 — 6:26 AM UTC

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 — 3:01 PM UTC

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 — 4:19 AM UTC

[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

August 18, 2010 — 6:25 AM UTC
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