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
Jeff Spears
One person I did not mentioned is Mark Guinney, the partner in charge of Presidio’s money manager research and due diligence. Several of the ex-Presidio professionals I remain in contact with reference that they have not be able to find a superior replacement to Presidio’s research at their new firm.
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DeVoe & Company
Consulting Firm
Top Executive: David DeVoe
Addepar
Portfolio Management System
Top Executive: Eric Poirier
