Financial Advisor in San Francisco, California
Over the course of his career, wealth management professional Darrach Bourke has demonstrated an in-depth knowledge of various asset classes and investment strategies. He entered the field of finance as an account executive with software and software-as-a-service companies, where he built relationships with companies and firms across California's Silicon Valley. In 2002, Darrach Bourke transitioned into the financial advisory space as director of Crosspointe Capital, where he facilitated mergers and acquisitions of middle market industrial companies in Silicon Valley.
Subsequently brought on as a private wealth advisory by UBS Wealth Management, Darrach Bourke drew on his experience in relationship building and consultation to help clients cope with the challenging markets of the financial crisis. He then moved on to an executive role as vice president with Stone & Youngberg, where he deepened his experience in bond portfolio management, tax-exempt bond investing, credit analysis and public finance. He focused particularly on building tax-free retirement income portfolios until the company's 2011 acquisition by Stifel Nicolaus, who retained Mr. Bourke as senior vice president for investments in their San Francisco office.
For more than three years, Darrach Bourke advised the clients of Stifel Nicolaus in areas including income investing and environmental, social, and governance (ESG) investing. Consistently ranked among the firm’s top advisors, he secured membership in the Stifel Nicolaus Chairman’s Club. He now serves as president of the Marin Family Office, where he develops individual wealth management plans as well as retirement income strategies for families, individuals, foundations and endowments.