Samuel N. Boldrick, III

Samuel N. Boldrick, III

Chief Investment Officer & Managing Director | Over 31 years of experience

Mr. Boldrick is Chief Investment Officer and a Managing Director. A founding shareholder and principal of the Company, he is responsible for heading the Trust Investment Committee, managing client relationships and business development.

Mr. Boldrick has been in the investment business since 1983 and specializes in the management of high quality fixed income portfolios. As an adjunct to his work in fixed income, he is the founder and President of Presidio Advisors, Inc., an investment advisory company in San Antonio. In addition, he currently serves as general partner of the Presidio Short Term Tax Exempt and Presidio Short Term Bond Funds.

Mr. Boldrick has an undergraduate degree from the University of the South. He holds numerous securities licenses and is a General Securities Principal. Involved in a number of community organizations, Mr. Boldrick is currently a member of the Executive Committee of the Alamo Public Telecommunications Council and the Investment Committee of the KLRN Endowment.

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