With more than three decades of industry experience, most recently Smith served as a senior vice president in the personal financial services unit of Chicago-based Northern Trust Co.
Smith will be joined in Chicago by Dan Keck, a former Navy commander who joined Presidio three years ago from Morgan Stanley Private Wealth Management.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Presidio’s capital advisers unit head Mark Palmer said the firm plans additional hiring of advisers and staff over the next 12 to 18 months.
The Presidio Group’s Chicago office will open later this month at 155 North Wacker Drive.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
