About David
Dave brings over 30 years of experience helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.
Prior to founding Bordeaux Wealth Advisors, Dave held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young.
Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He is certified by the CFP Board and holds the following professional designations and licenses: Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association and the CFA Institute.
Dave lives in Dallas, TX with his wife Sheryl, and has two daughters. He enjoys reading, golf, running and barbecue cooking.
Education and Professional Milestones
- Kansas University – bachelor’s degree in business administration
- Booth School of Business at the University of Chicago – Master of Business Administration with honors
Dave brings over 30 years of experience helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.
Prior to founding Bordeaux Wealth Advisors, Dave held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young.
Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He is certified by the CFP Board and holds the following professional designations and licenses: Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association and the CFA Institute.
Dave lives in Dallas, TX with his wife Sheryl, and has two daughters. He enjoys reading, golf, running and barbecue cooking.
Education and Professional Milestones
- Kansas University – bachelor’s degree in business administration
- Booth School of Business at the University of Chicago – Master of Business Administration with honors