Gordian Wealth Advisors was launched by two investment professionals Britt Doyle and Elliott Elbaz, who came together to establish an independent boutique wealth management firm that will work with individuals, families, technology executives and business owners in Silicon Valley.
The firm specializes in developing customized solutions for wealth creators with complex financial needs, including concentrated stock positions, multiple business entities and a wide range of assets.
"We serve individuals who require the same inspired thinking and commitment from their wealth advisors as they demand from themselves," said Doyle, co-founder of Gordian.
Sanctuary will support Gordian with back-office and business services such as compliance, recordkeeping and money manager research and due diligence.
"We hired Sanctuary after evaluating other providers because it offered Gordian a clear competitive advantage. We also appreciate that Sanctuary truly understands the central role of the wealth advisor," Doyle added.
Gordian is the sixth team to join the Sanctuary network.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataWith 23 years of wealth management experience Doyle has worked for Citigroup Family Office, Merrill Lynch, Kidder Peabody and most recently USB.
Elbaz has 21 years of investment management experience for institutional and individual clients. Before co-founding Gordian, Elbaz was with the investment bank, FBR. In his early career he has worked for Wells Fargo Securities, the Chatterjee Group, an affiliate of Soros Fund Management, and Bain & Company.