Dave Murdock is an accomplished Financial Counselor with extensive experience across investment management, financial planning, tax/accounting, banking, insurance, estate and wealth transfer planning, and charitable gifting techniques. His background includes a BS in Business/Finance from The University of Kansas and an MBA in Finance from The University of Chicago - Booth School of Business. Murdock's exceptional competencies include being a results-oriented professional with a sharp focus on delivering superior long-term investment results. He is a high-energy individual who always provides a high degree of integrity, strong work ethic, and creative problem-solving skills towards achieving his client's financial success. Mr. Murdock has a way with communication, effectively consulting sophisticated private clients and investment committees through written and verbal communication. As a professional with strong analytical depth and accountability, Mr. Murdock is an effective leader responsible for setting culture and developing a highly collaborative team that exceeds expectations. He is the Managing Partner at Bordeaux Wealth Advisors and formerly held positions such as Managing Director and Partner at Silvercrest Asset Management and Managing Director at Northern Trust. Mr. Murdock is a Former Vice President at AXA Advisors and Former Senior Manager at Ernst & Young, making him well-equipped with skills and expertise in key investment techniques, asset classes, macroeconomic environment, and portfolio construction issues.