Dave Murdock

Dave Murdock is the Managing Partner and Co-Founder of Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm.12 He brings over 25 years of experience in helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.2

Professional Background

Dave Murdock has held several senior roles in the financial industry before founding Bordeaux Wealth Advisors:

• Partner at Silvercrest Asset Management
• Managing Director at Northern Trust Company
• Senior Manager at Ernst & Young12

Education and Certifications

• MBA with honors from the Booth School of Business at the University of Chicago
• BS in Business Administration from Kansas University12

Dave holds multiple professional designations and certifications:

• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU)
• Certified Investment Management Analyst (CIMA®)2

Achievements and Recognition

• Named one of the Top 100 Global Wealth Advisors by Worth magazine in 2007 and 20082
• Featured panelist at industry events, including a Vanguard Investment Panel on Personalized Indexing3

Expertise

Dave specializes in:

• Tax planning for complex clients, particularly in the tech industry
• Managing complex compensation structures like incentive stock options and restricted stock units
• Alternative investments and the endowment model of investing4

Personal

Dave lives in San Jose with his wife Sheryl and has two daughters. His personal interests include reading, golf, running, and barbecue cooking.2