Team Category: Senior Team

Presidio’s senior partners are committed to our client’s success.
We apply our decades of corporate finance experience and industry knowledge and expertise to what matters most.
We are focused on achieving superior results for our clients.

William Lamm

Bill founded Presidio’s Software, Internet and Technology banking practice in 2003 and has more than 25 years of investment ...

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 ...

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 ...