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Two Wealth Advisory Teams From The Presidio Group Are Named to the Prestigious Barron’s Top 100 Independent Advisor List

Bruce Brugler and Colin Carter Named to Elite List for Seventh and Sixth Time, Respectively

SAN FRANCISCO--(BUSINESS WIRE)--The Presidio Group, LLC is pleased to announce that two of its advisors, Bruce Brugler, a managing director in the firm’s San Francisco office, and Colin Carter, a managing director and head of the firm’s wealth advisory team in Dallas, were once again named to Barron’s Top 100 Independent Wealth Advisors in America list. This marks the seventh and sixth time Brugler and Carter were included in this elite list, respectively.

“We are very proud that our teams have once again been recognized for their outstanding work”

In selecting its Top 100 Independent Wealth Advisors, Barron’s considers volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of service provided to clients.

“We are very proud that our teams have once again been recognized for their outstanding work,” said Karl Schade, chief executive officer of The Presidio Group. “This honor is a direct result of their steadfast commitment to always putting the needs of our clients first. We congratulate them on a job well done.”

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.

Carter joined The Presidio Group and opened the firm’s Dallas office in 2003. Prior to that, he was a private wealth advisor at Merrill Lynch and Goldman Sachs. Carter earned his MBA from the University of Texas and an undergraduate degree from Duke University.

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 clients throughout the United States. The firm’s seasoned and intellectually honest professionals create client relationships based on mutual respect and a commitment to long-term results. Today, The Presidio Group has approximately $4.3 billion under advisement, 60 employees, and offices in San Francisco and Dallas.

Contacts

Muirfield Partners
310-785-0810
Mickey Mandelbaum, mickey@muirfieldpartners.com
Maya Pogoda, maya@muirfieldpartners.com