Dave Murdock is a highly qualified expert, who works in Bordeaux Wealth Advisors main office of which is in 1067. on the position of Managing Partner since 2017. Dave gained professional experience in more than six positions at various companies. Dave Murdock went to the The University of Chicago Booth School of Business and was studying from 2008 to 2010. This professional has the following professional qualifications: Certified Financial Planner (Cfp®), Certified Investment Management Analyst (Cima), and Chartered Life Underwriter (Clu). Kansas City, Kansas is the city, where this professional was known to settle. The professional's e-mail and phone can be accessed through this website by request.
Name variants:
David Murdock
Last updated May 05, 2024
Contact Information
Last Update
Jul 12, 2022
Email
dm**@ntrs.com, dm**@brfinc.com, il**@gmail.com
Location
Kansas City, KS
Company
Bordeaux Wealth Advisors
Workplace
Managing Partner
Work History
Managing Partner
3000 Sand Hill Rd SUITE 1-150, Menlo Park, CA 94025
from Mar 2017
Partner
Brownson, Rehmus & Foxworth has been providing independent, comprehensive financial counseling and investment advice to wealthy families, high-income individuals and senior corporate executi...
Feb 2015 — Feb 2017
Managing Director and Partner
1330 Avenue Of The Americas FLOOR 38TH, New York, NY 10019
Silvercrest Asset Management is an independent investment advisory and financial services firm created to provide traditional and alternative asset management and focused family office servi...
May 2013 — May 2014
Managing Director
50 south La Salle St, Chicago, IL 60603
Team leader of a group of multi-disciplinary advisors within the Wealth Advisory Services Practice focused on delivering objective investment consulting and integrated wealth management ser...
Sep 2005 — Feb 2013
Senior Manager
Senior member of the Private Client Services Tax Practice, delivering comprehensive tax planning, financial planning, estate planning, employee stock benefit strategies, and investment manag...
Jan 2002 — Oct 2005
Education
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Partner
Doctor
Psychologist
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Psychology Specialist
Skills
Portfolio Management
Wealth Management
Private Equity
Investment Management
Hedge Funds
Investments
Asset Allocation
Alternative Investments
Asset Management
Strategic Financial Planning
Venture Capital
Strategy
Investment Advisory
Due Diligence
Personal Financial Planning
Angel Investing
Estate Tax Planning
Morningstar
Start Up Ventures
Income Tax Planning and Strategy
Macroeconomic Strategy
FAQs about Dave Murdock
What's the main profession of Dave Murdock?
Dave Murdock is a Managing Partner.
What are the profession of Dave?
These person's professions are Executive and Managing Partner
Where does Dave Murdock currently live?
Kansas City, Kansas is the place where Dave Murdock currently lives
Does the professional have the email address?
dm**@ntrs.com and dm**@brfinc.com is Dave's email address.
Where did Dave Murdock work?
The expert worked at Bordeaux Wealth Advisors, Brownson, Rehmus & Foxworth.
Where has Dave Murdock studied?
Dave studied at the University of Chicago Booth School of Business from 2008 to 2010.
What are the certifications of Dave Murdock?
The expert received the following certifications: Certified Financial Planner (Cfp®), Certified Investment Management Analyst (Cima), and Chartered Life Underwriter (Clu).
Are there any professional industries Dave Murdock is connected to?
Dave works in Financial Services industry.