A respected Northern California business executive, Darrach Bourke leverages two decades of experience in the financial sphere to his role as the senior vice president of wealth management at Emerson Equity in San Mateo, California. Offering services as a registered investment advisor and broker-dealer, Darrach Bourke emphasizes coordinated solutions that utilize the resources offered by a network of attorneys and accountants.
Previously, Mr. Bourke held responsibilities as a financial advisor with Summit Brokerage Services in Larkspur, where he provided tailored solutions to individuals, families, foundations, and nonprofit organizations. Engaging in education funding and retirement income planning, he set in place strategies designed to maximize tax liquidity and efficiency. Reflecting institutional mandates and individual preferences, he implemented asset allocation strategies that avoided objectionable exposure and had a beneficial social impact.
Mr. Bourke earned his BA in business economics with an emphasis in accounting at the University of California, Santa Barbara. He subsequently achieved the Chartered Financial Analyst (CFA) designation. Engaged with his professional community, Darrach Bourke is a member of the CFA Society of San Francisco and the Chartered Financial Analyst (CFA) Institute.