Born and raised in Dallas, Texas, Brodie Cobb now lives in San Francisco, California, where he presides as CEO of his own financial advisory firm. Extensively experienced in his field, Brodie Cobb wields an arsenal of financial and business prowess to lead his company. Demonstrating sensible directorial skills, Brodie Cobb has rapidly expanded his firm to include offices in Los Angeles and Dallas.
Brodie Cobb founded Presidio Financial Partners, LLC in 1997, aspiring to provide impartial advice on financial and capital markets and wealth management matters. Brodie Cobb’s company operates four general businesses: principal investing, corporate advisory, wealth advisory, and strategic services. The Presidio Investors team funds entrepreneurial ventures with flexible investment capital, helping innovators realize their ambitions. Presidio Financial’s Corporate Advisory team offers its expertise on the economic nuances of the automotive retailing, business services, consumer household, engineered products, financial services, hospitality lodging, and real estate services industries. Brodie Cobb’s Wealth Advisory division carefully assesses risk tolerance, needs, and goals of each client to draft customized financial plans for their futures. The Strategic Services department strives to deliver prudent consultation for a variety of mostly family-related financial issues and needs.
Prior to establishing Presidio Financial Partners, Brodie Cobb worked for Montgomery Securities, a San Francisco-based investment bank specializing in technology and healthcare industries. Before joining Montgomery Securities, Brodie Cobb served on Credit Suisse First Boston’s staff. Brodie Cobb’s first position within the financial sector was an appointment to Security Pacific Bank’s Leveraged Funding Group. At Security Bank, Brodie Cobb gained an intimate understanding of the costs and benefits associated with leveraged investing.
Brodie Cobb earned his undergraduate degree from Tulane University in Louisiana, where he majored in History. Subsequently attending the University of Texas at Austin, Brodie Cobb acquired a Master’s in Business Administration. Brodie Cobb is a member of several boards, including committees at Tulane University, and Sacred Heart Schools.
Brodie Cobb on Naymz
Google Map
- Address
- California
Brodie Cobb
Address: California