Boutique wealth management firm experiences record hiring in 2022
MENLO PARK, CA (20 July 2022) – Bordeaux Wealth Advisors (“Bordeaux”) has onboarded a record number of new hires so far in 2022 – encompassing a variety of functional areas that include client service, wealth advisory, and business development.
Bordeaux is focused on maintaining exceptional service and is expanding its team to support the firm’s organic growth in new clients. New team members include Associate Wealth Advisors Miles Amodeo, Justin Dime, and Yanxiao “Chloe” Li as well as Client Service Associate, John Tashjian and Business Development Officer Sean van der Wal. These team members are based in the firm’s Seattle and Silicon Valley offices.
“We are delighted to expand the team with these talented new colleagues,” stated CEO Tom Myers. “Bordeaux continues to attract stellar talent based on our outstanding reputation and commitment to client service. Our client-to-employee ratio of 8:1 puts us into a very elite category of wealth advisory firms, ensuring we are serving our clients to the highest ability, and helping them reach their long-term financial and life goals.”
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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