SAN FRANCISCO--(BUSINESS WIRE)--Two leaders of The Presidio Group LLC’s capital advisor teams – Bruce Brugler and Colin Carter – were again named to the prestigious Barron’s list of the Top 100 Independent Wealth Advisors in America.
“the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.”
According to Barron’s, its rankings reflect “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.”
Carter (48th on the Barron’s Top 100 list) was a private wealth advisor at Merrill Lynch and Goldman Sachs before coming to The Presidio Group and opening its Dallas office in 2003. He is a many-time recipient of Barron’s recognition, making five consecutive appearances on its Top 100 Independent Financial Advisors list. Carter is a CFA charterholder. He earned an MBA at the University of Texas and an undergraduate degree from Duke University.
Brugler (72nd) joined The Presidio Group in 2004, after serving as a managing director at Montgomery Securities and Bank of America Securities. He earned both MBA and BS degrees from Stanford University. Brugler is no stranger to Barron’s: this is his sixth consecutive appearance on the Top 100 Independent Wealth Advisors list.
“At Presidio, we apply a broad view of a client’s world and a broad range of resources to meet a client’s needs,” said Mark Palmer, Head of Capital Advisors at The Presidio Group. “We strive to address the entire wealth lifecycle, from its creation, through its retention and growth, to its transfer to successive generations. While we’re pleased that Barron’s recognizes the quality of our professional efforts, we’re especially grateful for the many referrals we receive from clients. That’s the honor we value above all.”
About The Presidio Group
The Presidio Group LLC is a personal and corporate financial services firm with more than $4 billion in client assets. Through its interconnected investment banking, private equity, and capital advisory units, Presidio is uniquely capable of addressing the lifecycle challenges of wealth – from its creation, through its retention and growth, to its transfer to successive generations. The firm’s principals have extensive experience running businesses, creating wealth of their own, and understanding and managing risk. Presidio and its subsidiaries currently serve clients throughout the United States. Presidio offers its advisory services through Presidio Capital Advisors LLC, a SEC registered investment advisor. For more information, visit www.thepresidiogroupllc.com.