The senior partners of Presidium Partners have a combined experience of over three decades working in the financial services industry. This longevity has provided them with a breadth of market experience and the ability to understand and react to a complex and dynamic investment world.
Our partnership is founded on a broad and unique vision of wealth management. Fiercely independent, we are committed to meeting the multifaceted needs of our clients.
Our partners have deep insight into investment management and broad relationships with individuals and institutions worldwide. These elements combine to help us meet the needs of our clients and to provide unique and proprietary investment opportunities.
Our success is driven by our mandate to protect and grow our client's wealth. From humble beginnings, Presidium is serving sophisticated individual and institutional clients from Boston to San Francisco and Internationally.
Presidium is supported by a prestigious board of advisors coming from a breadth of disciplines. These individuals provide strategic direction and insight into the management and future direction of our firm. They are an invaluable asset to our partners, affiliates and clients.
Dennis is founder and previous CEO of Franklin Quest (now Franklin/Covey) a leading time management and training company. In this capacity, he trained numerous clients from Fortune 500 companies including PriceWaterhouse Coopers, Dow Chemical, Merrill Lynch, and Citibank. He is also founder of numerous other companies including Content Watch, a software development company, Sadie’s Photography, a nationwide children’s photo business, Bookwise and Company and other companies. He is also founding member and former director of Southern Virginia University, a four-year liberal arts college and founder of Operation Kids Foundation, a foundation that sponsors children’s charities worldwide.
Jill is a well known and highly respected CPA and tax expert in the San Francisco Bay area. She has over twenty years of public accounting experience with a specific focus on providing technical tax consulting and compliance services to high net worth individuals and families. Jill began her career at Arthur Anderson & Co. and subsequently developed a high net worth practices at Frank Rimmerman & Co. Jill has a strong reputation and deep relationships in the Bay area and Silicon Valley. Her areas of specialization include: income, gift and estate tax planning, philanthropy and wealth transfer. Jill is currently a partner at Eichstaedt in San Francisco where she works with her clients to develop strategic wealth management plans and comprehensive charitable wealth preservation strategies.
James Hodge graduated from Yale College in 1974, University of Virginia’s Law School in 1977 and Stanford’s Graduate School of Business in 1982. Prior to attending Stanford, he practiced law at LeBoeuf, Lamb, Greene and MacRae in New York, New York. After Stanford, James engineered a number of successful leveraged buyouts. He entered the financial services industry in 1987 to assist business owners transitioning family owned businesses. In 1993, James founded the Eyrie Group where his clientele included some of the wealthiest families in America, including members of the Forbes 400. He has spoken on numerous occasions on the subject of estate planning, business succession planning and wealth transition and has been a presenter to groups such as the Million Dollar Round Table – Top of the Table. James is currently with Fortune Strategies, a firm that specializes in multi-generational wealth transition planning.
Jared has served as a Managing Director of Northgate Capital, LLC since 2001. He serves on several advisory and company boards. Prior to Northgate, Jared was an associate at Bain Capital, a leading alternative asset management firm. Prior to Bain Capital, Jared was a management consultant with Mckinsey & Company. Jared earned his MBA, with high distinction as a Baker Scholar, from Harvard Business School. He holds a JD from Yale Law School, and a BA in Honors Economics from Brigham Young University, where he graduated valedictorian. While at Yale, he co-founded the Amistad Academy, a New Haven-based charter school recognized by the Connecticut Board of Education and local, regional and national media for closing the achievement gap.
Don served as a member of the management executive committee of The Clorox Company and as group vice-president with overall responsibility for the professional products division, the company’s largest business, plus additional responsibility for the professional products business and corporate marketing services. Prior to these responsibilities he had been vice president and general manager of the household products division during which time he led the firm’s effort to build the company’s home cleaning business to a leadership position. Earlier he had been vice president-international. Prior to joining Clorox, he had been with Procter & Gamble’s international business for 14 years. Don has received several honors from Northern Arizona University from the College of Business Administration and the NAU Alumni Association. He has also served as President of the NAU Foundation. He graduated from NAU in 1961 with a degree in business economics (also receiving from NAU honorary doctorate degrees). He holds an MBA from St. Mary’s College.