David Murdock will present as contributor to a joint Mercer and CityWire presentation on the rise and democratization of private market investments
MENLO PARK, CA (31 January 2022) – – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique investment advisory and wealth management firm, is delighted to announce that Co-Founder and Managing Partner, David Murdock, will present as a featured panelist at a February 9th virtual event on “The rise and democratization of private markets” co-hosted by Mercer and Citywire.
Along with fellow panelists, Mr. Murdock will address the increased usage by wealth clients of private market investment funds, as well as how wealth managers are creating compelling solutions for this trend.
“Innovation in product design and technology are providing wealth managers with tremendous opportunity to help clients access the private markets, “ Murdock stated. “I look forward to discussing the many factors involved in the rise of private markets, their benefits to client portfolios, and what it means for wealth management professionals.”
For more information about this event, interested parties can visit http://view.ceros.com/citywire/mercer-9-february and select Session 2.
About Bordeaux Wealth Advisors LLC
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
(650) 289-1105
(650) 472-8016
www.bordeauxwealthadvisors.com
Media Contact
Jay Scott
jscott@gavinadv.com
484-695-3774
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