Project Description

Brodie Cobb

Founder and CEO
(415) 449-2525

Mr. Cobb founded The Presidio Group in 1998 with the simple goal of bringing transparent advice to entrepreneurs and the lifecycle of their wealth building process.  To that end, he formed three different business groups within Presidio to address each part of that lifecycle: private equity, investment banking, and wealth advisory.  The firm grew to 70 employees in three offices (San Francisco, Dallas, and Washington DC) until 2016, when Presidio was reorganized and the wealth advisory business was merged with a similarly-sized RIA in New York called Tiedemann Advisors.  Today, Tiedemann is one of the nation’s largest RIA’s with over $20 Billion in assets under management.  Mr. Cobb is a significant shareholder and sits on Tiedemann’s Board.  In the 2016 reorganization, Presidio also spun out its private equity group while retaining an economic interest.

The Presidio Group retained its merchant banking division and now focuses primarily on the auto retail sector where it provides investment banking advisory to and principal investments in companies focused on the auto retail sector across the U.S.  Presidio has closed 90 transactions totaling over $5.2 billion in value.  Presidio is a FINRA-registered broker-dealer.

Prior to Presidio, Mr. Cobb was with Montgomery Securities, First Boston Corporation, and Security Pacific Bank.  He earned an M.B.A. from the University of Texas and B.A. degree from Tulane University. He competed for a spot on the US Olympic Team in 1988 and still races sailboats and bicycles and lives in San Francisco.

FINRA’s BrokerCheck

Years of Industry experience:  26 years

Leadership Roles: 

Firm Founder and CEO

Tiedemann Advisors Board of Directors

Other business and civic Boards

Hobbies and Pastimes:

Traveling with family and friends

Sailing, cycling and skiing

Wine and art collecting

Community Involvement:

Various local charities