Bio

Brodie founded Presidio in late 1997 with the simple goal of bringing transparent advice to entrepreneurs and the lifecycle of their wealth building process. To that end, he formed three different business groups within Presidio that addresses each part of that lifecycle: private equity, investment banking, and wealth advisory. Brodie is The Presidio Group’s CEO and chairs the firm’s Board of Directors. Brodie heads Presidio’s Investment Banking Group. Prior to Presidio, Brodie was with Montgomery Securities, First Boston Corporation, and Security Pacific Bank. He earned an M.B.A. from the University of Texas and B.A. degree from Tulane University.