As CEO, Brodie Cobb manages the firm and provides strategic guidance and hands-on leadership in the automotive dealership and auto tech services businesses. His investment banking and asset management experience aids in creating sophisticated transactions for our clients, maximizing value, and meeting their individual goals. He is widely recognized for his deep relationships throughout the automotive retail and financial services industries, as well as his trusted counsel to dealer principals, auto tech executives and financial sponsors.
Brodie founded The Presidio Group in 1998 with the simple goal of bringing transparent and honest advice to entrepreneurs. Over time, the firm expanded to include private equity, investment banking, and wealth advisory businesses with offices in San Francisco, Dallas, and Washington, D.C. In 2016, Presidio was reorganized. The private equity business was spun out, while the wealth advisory business was merged with New York-based Tiedemann Advisors. Brodie remained a shareholder and served on the Board of Directors through the firm’s successful IPO and rebranding as Alvarium Tiedemann in January 2023 (ticker: ALTI). Today, it is one of the largest global wealth advisory firms with over $90 billion in assets.
The Presidio Group retained its merchant banking division and now focuses on the automotive retail sector, where it provides investment banking advisory services to dealership groups and auto tech companies across the country. The Presidio Group is a national FINRA-registered broker-dealer.
Prior to Presidio, Brodie was with Montgomery Securities, First Boston Corporation, and Security Pacific Bank.
Brodie is licensed at FINRA, please see FINRA’s BrokerCheck for more information.