Brian seeks challenges and leads teams to accomplish more than they thought possible. An Eagle Scout and West Point graduate, he has led people and managed resources in postings around the world – both as a business leader and an Army officer. He has helped start several private companies as well as launch new regional offices for public companies. As an entrepreneur across industries from the age of eleven, Brian is particularly suited to advise other entrepreneurs and their families. Developing sophisticated investment skills on Wall Street, he moved to the Northwest in 2001 for the outdoor lifestyle and pioneering spirit. Brian has led teams advising wealthy families for two decades, helping them navigate increasingly complex markets.
Brian’s path before Bordeaux Wealth Advisors involved time at Goldman Sachs in New York and Seattle, managing the Northwest Region for Convergent Wealth Advisors, leading the Ascent Private Capital Management team in Seattle for US Bank, and a stint at Coldstream.
Brian holds an M.B.A. from Harvard Business School and a Bachelor of Science, Engineering from the United States Military Academy at West Point.
Brian’s national service and community service show a spirit of giving back and leadership. Congressman Dave Reichert appointed him to his Economic Council, and Brian spent a term as Chairman of the Eastside Business Roundtable. Additionally, he has served on the Boards of the Bellevue Chamber of Commerce, Swedish Hospital Summit Club, City Year Seattle, PACE, and Gen-Next Seattle.