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Articles tagged "Presidio"


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Brodie Cobb: The culmination was just the unlucky perfect storm.

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

Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

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 at 6:54 PM

Thomas Smith: There's nothing more exciting than planting the seed and watching it grow.

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

Peter Stein: We'll try to feel as close as possible to as if we're their internal investment team.

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 at 6:10 AM

Leo Kelly: I say to my clients: This is going to be a household name.

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 at 4:19 AM

Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.

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 at 2:27 PM

A technology platform decision by Presidio's Paul Boscacci sparked a story that led the RIABiz rankings for March.
April 1, 2011 at 2:11 PM

Presidio's Paul Boscacci: Advent has just been a little arrogant in their approach, but they’re changing that.

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 at 2:17 PM

Allison Couch: At Cetera, we’re not trying to retrofit an advisor into our structure.

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 at 3:29 PM

Mark Palmer will manage aggressive growth plans for Presidio Financial Partners LLC.

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

Mike Durbin: RIAs have come a long way.

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

Michael Russo: Once a practice gets too big, not all the assets can be funneled to top-notch boutique managers.
August 18, 2010 at 6:25 AM

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