Palmer was previously a managing director with Charles Schwab & Co., where he helped build its management consulting group. He left Schwab last year.

“We need a strong leader to achieve the aggressive growth goals we have for wealth management group and are confident Mark will more than meet them,” Brodie Cobb, Presidio’s chief executive and founder said.

Cobb said that he intends to grow wealth management and the firm organically and through acquisitions of other wealth advisory firms over the next three to five years.

Prior to joining Schwab, Palmer served in the wealth management division of Comerica Bank, and spent nine years with Wells Fargo Private Client Group.

Presidio has nearly $4 billion in assets, clients in 25 states and offices in San Francisco, Los Angeles and Dallas.