The Presidio Group, a personal and corporate financial services firm, has named eight professionals as equity partners, bringing the total number of employee-partners to 15.
The new employee-partners are: Bruce Brugler; Colin Carter; Antonio Casal; Jerry Deren; Tom Emig; Pablo Ferreri; Kelly Lawson; and, Barry Rudolph.
“Growing our partnership base not only aligns the interests of the senior management team at The Presidio Group, thus ensuring a unified and cohesive organization, but also further strengthens the interests of the firm with those of our clients,” says Karl Schade, chief executive officer and managing director of The Presidio Group. “We are delighted to welcome our new equity partners to this role and appreciate the level of dedication a true ownership culture demands.”
The Presidio Group has also formed a new, five-member board of directors which will guide the firm’s strategic direction and continued growth.
The board members include Presidio Group executives Karl Schade, chief executive officer; Brodie Cobb, founder, executive chairman and head of the firm’s auto and truck investment banking group; and Colin Carter, managing director; as well as independent directors Glenn Darden and William Price III.
“This is an exciting time for the firm and constituting a formal board of directors is an important step in the evolution of The Presidio Group,” says Schade. “I look forward to working with this accomplished group, each of whom bring tremendous financial, operational and leadership experience to the board, as we guide the firm’s growth into the future. These developments, combined with our talented professionals and deep client relationships, put the firm in a very strong position as it continues to exceed the expectations of our diverse clients.”
