SAN FRANCISCO--(BUSINESS WIRE)--The Presidio Group, LLC today announced that three of its wealth advisors – Bruce Brugler, a managing director in the firm’s San Francisco office, Jerry Deren, a managing director in the firm’s Dallas office, and Kelly Lawson, also a managing director in the firm’s San Francisco office – were named to the Barron’s List of America’s Top 1,200 Advisors: 2015 State-by-State.
This marks the fourth time that Brugler was named to Barron’s List of America’s Top 1,200 Advisors. He has also previously been included seven times in Barron’s List of Top 100 Advisors. Deren is ninth on the list of 90 top advisors in Texas. This is his first time appearing on the Top 1,200 Advisors list. Lawson was one of only 12 women named to Barron’s top advisor list in California.
“I am extremely proud to have these accomplished advisors representing The Presidio Group on this list,” said Karl Schade, chief executive officer of The Presidio Group. “We congratulate Bruce, Jerry and Kelly on a job well done. Being part of this prestigious list is a reflection of the collaborative talent and hard-work of all our professionals at The Presidio Group and their unwavering commitment to exceptional client service.”
Prior to joining The Presidio Group in 2004, Brugler served as a managing director at Montgomery Securities and Bank of America Securities. He earned both an MBA and Bachelors of Science from Stanford University.
Deren joined The Presidio Group in 2007. Prior to that, he worked for Goldman Sachs Private Wealth Management and had a distinguished Naval career as an officer and pilot. He earned his Bachelors of Science in economics from the U.S. Naval Academy in Annapolis, Maryland.
Prior to joining the Presidio Group in 2004, Lawson held a number of senior advisory positions with Morgan Stanley, Montgomery Securities, Banc of America Securities and Merril Lynch. Lawson earned her Bachelors of Science in finance and management from Indiana University.
The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the firm and quality of service provided to clients, regulatory record and philanthropic work.
About The Presidio Group LLC
The Presidio Group LLC is an independent financial services firm focused on wealth advisory, investment banking and private equity. The firm was founded in 1997 with the simple mission to relentlessly put the interests of its clients first. By steadfastly adhering to this philosophy, the firm has earned the trust of affluent families, organizations and businesses throughout the United States. The firm’s seasoned professionals create client relationships based on mutual respect, a commitment to durable, long-term results and a culture of accountability. Today, The Presidio Group has approximately $4.5 billion under advisement, 60 employees, and offices in San Francisco, Dallas and Washington, D.C.