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Darrach Bourke

Darrach Bourke - Financial Advisor with Marin Family Office


An accomplished financial advisor and senior manager, Darrach Bourke holds a bachelor of arts in business economics with an emphasis in accounting from the University of California, Santa Barbara. He also undertook studies at Santa Barbara City College, where he earned a place on the Presidential Honor Roll for Academic Excellence. Darrach Bourke’s professional history includes tenures as an account executive with Intacct in Los Gatos, California; a director with Crosspointe Capital in San Jose, California; and as a founding member of the executive team at Stella Capital in San Francisco, California.


Since 2014, Darrach Bourke has served as a financial advisor with Marin Family Office in the San Francisco Bay Area city of Larkspur. His duties include developing financial plans and investment portfolios for a range of individuals and families. He also assists various foundations, endowments and nonprofit organizations. Mr. Bourke works closely with Marin Family Office clients to weigh economic goals against managed risk and develop strategies that meet specific client preferences.





San Mateo, CA, US


Experience

May 2016 - Present

Financial Advisor

Emerson Equity

His duties include developing financial plans and investment portfolios for a range of individuals and families. He also assists various foundations, endowments and nonprofit organizations.

Nov 2014 - May 2016

Financial Advisor

Summit Brokerage Services 

I provide financial planning services to families, individuals, foundations, endowments, and non-profits. These can include retirement income planning, education funding plans, planning for tax liquidity and efficiency, and investment plan development and implementation for preservation, growth, and/or income.

Education

1995

University of California, Santa Barbara

BA in Business Economics

Graduated from the Business Economics with Accounting Emphasis track at UCSB. 
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