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Presidio Capital Management Appoints Ryan Sandler As Wealth Manager

PRIVATEMay 22, 2024•about 2 years ago

Position

Wealth Manager

Company

Presidio Capital Management

Ryan Sandler
San DiegoFinancial Services

Description

Presidio Capital Management is proud to announce that Ryan Sandler, CFA has joined the firm as the newest Wealth Manager. Ryan brings a rich blend of experience, dedication to excellence, and a notable background in both education and athletics.

Company Information

Company

Presidio Capital Management

Location

San Diego, California, United States

About

Presidio Capital Management is one of San Diego's leading wealth management firms, managing approximately $350 million across approximately 200+ households. The firm specializes in portfolio construction, financial planning, and designing and implementing sustainable income strategies for individuals, families, and trusts.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.