Boutique firm hires third wealth advisor to continue year of expansion
MENLO PARK, CA (July 22, 2020) – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique investment advisory and wealth management firm headquartered in Silicon Valley is pleased to announce the hire of Erin Niehaus as part of its strategic growth initiative.
Ms. Niehaus, a financial and institutional investment leader with two decades of professional experience, joins Bordeaux’s senior team as a Wealth Advisor. She most recently served as president of East Shore Advisory in San Francisco, an investment and advisory firm serving clients in the consumer and technology sectors. Prior to that, she worked in leadership roles focused on equity investment growth, board governance and diversity issues, and sales and business development strategies for a direct-to-consumer luxury retail brand.
Ms. Niehaus received her bachelor’s degree from Georgetown University and her MBA from New York University.
The addition of Ms. Niehaus supports Bordeaux’s continued team growth and enhances the firm’s ability to better serve ultra-high-net worth clients in Silicon Valley, San Francisco and up and down the West Coast.
“Erin brings an impressive background and deep experience to Bordeaux. Her entrepreneurial attitude, combined with her extensive background in equity research and portfolio management, is a nice addition to the firm’s capabilities” said Bordeaux CEO Tom Myers. “We are thrilled to have Erin join our team.”
Bordeaux has experienced record team growth in 2020, including the addition of two new firm partners, three new advisors, and opening an office in Seattle. Bordeaux is active in discussions with additional advisors in both offices to help support their growing base of clients on the west coast.
About Bordeaux Wealth Advisors LLC
Bordeaux Wealth Advisors LLC (“Bordeaux”) provides custom and comprehensive financial and investment advisory services to ultra-high net worth clients across the U.S. The firm’s headquarters are in Menlo Park, CA. 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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