Managing Partner David K. Murdock, Jr., CFP®, CLU, CIMA will serve on the council
MENLO PARK, CA (12 April 2022) – – Bordeaux Wealth Advisors (“Bordeaux”), a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, is pleased to announce that its Co-Founder, Managing Partner and Chief Compliance Offiicer, David K. Murdock, Jr. CFP®, CLU, CIMA, has been named to the CAIS Advisory Council (CAC).
CAIS is a leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets.
CAC members bring a diverse mix of skills and experiences and will help identify technical opportunities to expand the platform, act as beta test users for new applications, assess the impact of CAIS-sponsored programs, and provide ad-hoc guidance around the overall engagement, needs, and new solutions impacting the alternative investment ecosystem.
“I am excited to join the CAIS Advisory Council along with several of my industry peers,” stated David Murdock. “I look forward to working with this leadership team to educate and inform the advisory community on the benefits of using alternative investments within client portfolios.”
Bordeaux is an independent wealth management firm that was a spin-out and re-branded as Bordeaux Wealth Advisors in March of 2017. Bordeaux currently manages over $4 billion of client assets1, with a strong allocation to alternative assets.
To find more information about the designations listed above, please visit the following links: CFP, CLU and CIMA.
1 As of 12/31/2021. To review our ADV information, please visit www.bordeauxwealthadvisors.com.
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
Share: