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November 3, 2020

Bordeaux Wealth Advisors

Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm with offices in Silicon Valley and Bellevue, announced that James Hering has joined the firm as chief operating officer and wealth advisor. Hering is based in the firm’s Silicon Valley office and comes to Bordeaux with 30 years of experience serving large high net worth families. Prior to joining Bordeaux, James served as the CEO of a large single-family office in San Francisco, and the COO for two large independent RIAs in Chicago.




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