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The Presidio Group Further Targets Entrepreneurs with New Capital Advisor Team

Christoffersen, Doe Bring Half-Century Experience with Emerging Growth Sector

SAN FRANCISCO, December 19, 2013-- The Presidio Group LLC announced today that Erik Christoffersen and Jocelyn Doe have joined its Capital Advisors group as managing directors. The team will focus on advising technology leaders and entrepreneurs with their investments.

Christoffersen has devoted the majority of his career to working with technology companies, ranging from multiple start-ups to IBM. He has more than 25 years of business experience in strategy, fund raising, sales, and business development. Through his company, The Cotton Mountain Group, he makes angel investments in technology start-ups and real estate. Christoffersen has a B.A. from the University of Virginia and an M.B.A. from Harvard Business School.

Doe was most recently with JPMorgan's private banking group and a board member of Fidelity International. She spent 15 years as an investment banker at Morgan Stanley and Lehman Brothers, where she worked with leading emerging companies in Silicon Valley, New York, and Hong Kong. Doe graduated with a B.A. from Stanford and an M.B.A. from the University of California, Los Angeles.

“Erik and Jocelyn increase our firm’s ability to understand and serve entrepreneurial clients from start-ups, technology enterprises and venture funds,” said Karl Schade, interim CEO of The Presidio Group. “This is an arena we’ve targeted for significant growth, and we’re confident they will provide the leadership needed to achieve our goals. I’m proud and delighted that they’ve elected to join our firm.”

The appointments are effective immediately. Earlier this month, The Presidio Group announced that Schade will become the firm’s permanent CEO on January 1, 2014.

About The Presidio Group

The Presidio Group LLC is a personal and corporate financial services firm with approximately $4 billion in client assets. Through its interconnected investment banking, private equity, and capital advisory units, Presidio addresses the lifecycle challenges of wealth – from its creation, through its retention and growth, to its transfer to successive generations. The firm’s principals have extensive experience running businesses, creating wealth of their own, and understanding and managing risk. Presidio and its subsidiaries currently serve clients throughout the United States. Presidio offers its advisory services through Presidio Capital Advisors LLC, a SEC registered investment advisor. Past performance does not guarantee future results. For more information, visit

Carlson Advisors
Dale A. Carlson, 415-310-8616

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