Bryce J. Bordwell
Private Wealth Financial Advisor

For over 20 years Bryce has worked with both individuals and institutions to help them address their financial concerns and develop strategies by focusing on their specific needs. With extensive experience throughout major shifts in the markets, Bryce has dedicated his career to delivering the personalized investment planning services his clients deserve.

Prior to Wells Fargo, Bryce was with Citigroup where he managed investment assets through the Great Recession. Bryce has significant experience across asset classes, including fixed income, equities, alternative investments and real assets.

Bryce with his wife and daughter live in Orange County. Bryce is an avid skier and soccer player. Bryce's family has deep roots in Asia going back several generations. His grandfather was one of the founders of the Singapore American School. Bryce was born in Korea. He has been an active member of the local community and has served on several local nonprofit boards, such as 2-1-1 Orange County.

CA Insurance License #OE78906. Resident State: CA

Aaron Marks is a Senior Financial Advisor with Wells Fargo Advisors and was previously a Wealth Advisor in Wells Fargo's Private Bank, based in Boston. Aaron has years of experience working with highly sophisticated family offices, Ultra-High-Net-Worth individuals and institutions. Having worked with clients who are just stepping into great wealth via a liquidity event or who have a family office that manages their affairs, Aaron is comfortable finding ways he can be of value.

Aaron was previously co-head of family office and financial sponsor coverage based in the Boston office of Wells Fargo Private Bank. Before Wells Fargo he was with Citigroup, in their Private Bank, also based in the Northeast. Aaron has an MBA from UCLA Anderson School of Management and a BA in Economics with a Minor in Political Science from UCLA. He studied entrepreneurship and innovation at Tel Aviv University.

Aaron lives in Orange County, CA with his family, which includes three children. He is on the board of directors for his children's school where he is also the middle school basketball coach.

CA Insurance License Number: 4011340. Resident State CA