The Presidio Group, a financial services firm focused on wealth advisory, investment banking and private equity, has opened an office in Washington, D.C.
The new office will be co-headed by Steve Aucamp and Brian Pierson, who will join The Presidio Group as managing directors from Convergent Wealth Advisors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Additionally, Samantha Dean and Brad Lackey, who also worked previously with Convergent Wealth Advisors, will join the new office as vice presidents alongside Aucamp and Pierson.
Aucamp joined Convergent Wealth from Atlantic Trust Private Wealth Management, where he served as vice president and relationship manager. Aucamp also served as a partner with a boutique estate planning firm in Florida.
The Presidio Group manages approximately $4.3bn in assets under advisement and employs 60 staff across its offices in San Francisco, Dallas and Washington, D.C.
Karl Schade, CEO of The Presidio Group, said: "This is an exciting time for The Presidio Group and our expansion into the D.C. market is only the beginning as we look to broaden our geographic footprint into a number of attractive markets throughout the US."
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
