Brodie Cobb

Founder and CEO at The Presidio Group LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, Colorado, United States, US
Skills

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Bio

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Experience

  • The Presidio Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder and CEO
      • Apr 2016 - Present

      San Francisco, California After reorganizing Presidio in 2016 by merging its investment advisory business with Tiedemann Wealth Management and spinning out its private equity group, I lead its merchant banking services that focuses on investment banking and principal investments in the US automotive retail sector.

    • CEO
      • Jan 1998 - Present

      San Francisco Bay Area Presidio is an advisory firm that addresses almost all aspects of the wealth creator's life cycle including providing capital, investment banking, and wealth management solutions.

    • Founder and Chairman
      • Jan 2014 - Apr 2016

      Chairman of the Board; work on certain special firm projects; client advisory on liquid and illiquid assets

  • Montgomery Securities
    • Vice President
      • Mar 1995 - Nov 1997

  • FIRST BOSTON
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Jun 1992 - Mar 1995

Education

  • The University of Texas at Austin
    MBA, Finance
  • Tulane University
    BA, History

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