Project Description

Brodie Cobb

Founder and CEO
(415) 449-2525

Brodie founded Presidio in late 1997 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 that addresses each part of that lifecycle: private equity, investment banking, and wealth advisory.  In 2016, the firm reorganized itself which resulted in merging the wealth advisory business with Tiedemann Advisors and spinning out the private equity group. Brodie remains The Presidio Group’s CEO. 

Prior to Presidio, Brodie 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. He is married with three daughters.

FINRA’s BrokerCheck

Years of Industry experience:  26 years

Leadership Roles: 

Firm Founder and CEO

Several business and civic Boards

Tugboat Institute Advisory Board

Hobbies and Pastimes:

Traveling with family and friends

Sailing, cycling and skiing

Wine and art collecting

Community Involvement:

Various local charities

Tulane University Dean’s Council