The Vision
DFPG Investments announced that Matthew Poole, CFP® has joined their firm.
Poole co-founded Presidio Capital Management which grew by over $100M in assets under management since 2012. He is the newest addition for the Utah-based broker-dealer and RIA which is experiencing record growth. “While our national presence continues to expand,” says DFPG’s CEO Mike Bendix, “we are continuously focusing our efforts on developing the DFPG brand and our organization. It is very gratifying that a business owner and advisor of Matt’s caliber has chosen to join us.”
Ryan Smith, DFPG’s President, welcomed Poole to the DFPG family. Smith says, “We are very happy to bring Matt over to DFPG. He has a great reputation and a real desire to provide exceptional service to his investors. We are excited about the added value that DFPG delivers in fueling, if not accelerating the growth of Matt’s business.”
“I’m thrilled about partnering with DFPG,” says Poole. “While making a decision like this is never easy, I’m confident the resources and solutions offered by DFPG will enable me to elevate the experience we provide our clients.”
Poole also noted that DFPG’s differentiated product platform and due diligence capabilities better support the needs of his clients. “Frankly, within minutes of meeting the executive team at DFPG, their expertise was evident. We always place the client first and so it immediately became clear this move will make a material difference for them, while also helping distinguish our business from the competition.”
Bendix says that DFPG is “100% committed to protecting our widely recognized leadership in alternative investments, while also preserving our unique company culture.” In addition to his chief executive role at DFPG, Mike Bendix is currently serving as the President of ADISA, a national association for investment professionals working in alternative and direct investments.
The DI Wire broke the story here.
