Our Team – Phil Platt

Phil Platt
Managing Partner & Chief Operating Officer

Phil joined Bordeaux Wealth Advisors in May of 2023 as Chief Operating Officer. He brings over 19 years of experience in operations leadership for wealth management and multi-family office firms serving the unique needs of high-net-worth families. Prior to joining the wealth management industry, Phil held business management and marketing strategy roles at Microsoft and Sprint, and VP of Operations roles in the real estate development and energy industries.

He earned an MBA from the Johnson Graduate School of Management at Cornell University and a BS in Petroleum Engineering from the Colorado School of Mines.

Phil grew up in Oklahoma City and moved to the Seattle area in 2000. He has 4 grown children who all live in sunny places. When not working, he enjoys skiing, mountain biking, travelling (especially visiting his kids), and living an active and healthy lifestyle.