Articles tagged "Presidio"

HeadlinePublish date

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

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now

Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

October 31, 2012 — 6:54 PM 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

How an ex-University of Chicago endowment chief is teaming up with a $4-billion AUM RIA to go after $500-million institutional accounts

Sharing resources with the Presidio Group, Peter Stein will lead a charge to provide customized outsourced CIO services to small and midsize foundations and endowments

April 27, 2012 — 6:10 AM UTC

HighTower wins a $700 million Merrill Lynch advisor in Maryland horse country and wrests an LA-based IAR from an RIA

The Chicago consolidator's transitions teams had a brutally busy Presidents' weekend bringing aboard teams on both coasts simultaneously, from Merrill and The Presidio Group

February 23, 2012 — 4:19 AM UTC

Why Advent and Black Diamond are merging and how advisors look at the deal

The rival software makers hit it off after their top execs had a February phone call

May 13, 2011 — 2:27 PM UTC

The RIABiz Top 10 for March: High drama in the tech world; and the 401(k) revolt

The RIABiz Directory hits 300 listings

April 1, 2011 — 2:11 PM UTC

Black Diamond wins a $4-billion RIA right in Advent's backyard

Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm

March 17, 2011 — 2:17 PM UTC

West Coast talent grab: Cetera hires an LPL exec and Presidio Financial makes a big hire from NY-based Offit

Allison Couch and Paul Boscacci get recruited; their new employers have well-publicized growth plans

March 3, 2011 — 3:29 PM 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