David Hobbs

David Hobbs, CFA, CFP®, CPA, serves as a Private Wealth Advisor at Corient since March 2024, after working as a Wealth Advisor at Bordeaux Wealth Advisors from November 2020 to March 2024, where responsibilities included comprehensive financial analysis and strategy for high-net-worth clients. Prior to this, David held the position of Senior Associate in Private Client Services at EY from January 2018 to October 2020, focusing on individual income tax preparation and optimization strategies for affluent clients. David began the career with an externship at Deloitte as an External Audit Intern in 2016. Educational qualifications include a Bachelor's degree in Accounting and Finance from Santa Clara University Leavey School of Business (2015-2017) and a High School Diploma from Carlmont High School (2009-2013).