SAN FRANCISCO--(BUSINESS WIRE)--The Presidio Group, LLC today announced that it has opened an office in Washington, D.C. This will be the firm’s third office and its first on the east coast. Steve Aucamp and Brian Pierson, both formerly of Convergent Wealth Advisors, will join The Presidio Group as managing directors and co-head the new office. Samantha Dean and Brad Lackey, also both formerly with Convergent Wealth Advisors, will join Aucamp and Pierson in the D.C. office as vice presidents.
“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 U.S.,” said Karl Schade, chief executive officer of The Presidio Group. “In the last few years, we have worked to strengthen our collaborative culture and governance structure, and created the foundation for precisely this type of growth. We are thrilled to welcome this team of seasoned wealth management professionals to our growing organization and look forward to working with them.”
“The decision to join The Presidio Group was not a difficult one given our similar client-first approach to wealth management and our dedication to honesty and integrity in everything we do,” said Aucamp. “We look forward to being an integral part of this growing firm.”
“The Presidio Group’s existing platform and mix of businesses, combined with their vision for the future was also a determinative factor for us as we thought about the next phase of our careers,” said Pierson.
Aucamp has more than 20 years of experience advising ultra-wealthy individuals and family offices. Prior to joining Convergent Wealth Advisors in 2004, Aucamp served as vice president and relationship manager of Atlantic Trust Private Wealth Management. Before that, Aucamp practiced law for 11 years, most recently as a partner with a boutique estate planning firm in Florida. Aucamp earned his Bachelor’s degree from Emory University and his law degree and LLM in Estate Planning from the University of Miami.
Prior to joining The Presidio Group, Brian Pierson served as a director in the advisory group of Convergent Wealth Advisors, joining that firm in 2000. Prior to Convergent, he worked at NASDAQ. He earned a Bachelor’s degree from the Calloway School of Business and Accountancy at Wake Forest University.
Samantha Dean spent the last nine years at Convergent Wealth Advisors, most recently as a director in the advisory group. She earned a Bachelor’s degree from Smith College.
Most recently, Brad Lackey served as an associate director at Convergent Wealth Advisors, where he began his career after graduating with a Bachelor’s degree from The George Washington University in 2007.
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 $4.3 billion under advisement, 60 employees, and offices in San Francisco, Dallas and Washington, D.C.