William Lamm
Bill founded Presidio’s Software, Internet and Technology banking practice in 2003 and has more than 25 years of investment ...
Archives: Company Team
Katherine Benson
Katie helped found Presidio Technology Partners in 2016, a Marin County-based investment bank targeting the transportation and automotive SaaS ...
Will Lamm Jr.
Will joined Presidio Technology Partners in 2022 as an Investment Banking Associate. Will’s responsibilities include detailed financial modeling, SaaS ...
Cal Ewanich
Cal joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. In his role, Cal is responsible for ...
Josh Ye
Josh joined Presidio Technology Partners in 2025 as an Investment Banking Analyst, where he supports transaction execution through market ...
Jack Snider
Jack joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. Jack’s responsibilities include in depth market research ...
Rodney Clark
Rodney Clark is Managing Director & Founder of Aspect Consumer Partners and has over 25 years of experience in ...
James Student
Mr. Student has been leading technology investment banker for nearly three decades. His experience includes roles at Morgan Stanley, ...
Chris Ponterio
Chris joined Presidio Technology Partners in 2024 as an Investment Banking Analyst. Chris’ responsibilities include in depth market research ...
Jake Symonds
Jake Joined Presidio Technology Partners in 2026 as an Investment Banking Analyst. His responsibilities include financial modeling, SaaS industry ...