A senior financial advisor, Darrach Bourke has experience in financial planning, public finance, municipal bond portfolio management, and credit analysis. Darrach Bourke was vice president of Stone & Youngberg and senior vice president of Stifel Financial Group.
At Stone & Youngberg from 2009 through 2011, Mr. Bourke developed financial plans and managed investment portfolios for private as well as government and institutional clients. He officially became a Chartered Financial Analyst, joining both the San Francisco CFA Society and the CFA Institute. Mr. Bourke performed similar work for Stifel Financial after their acquisition of Stone & Youngberg from 2011 to 2014 and was recognized as one of the top 3 advisors at Stifel in 2013 and 2014.
In his current role, Darrach Bourke uses his experience to help his clients find the best financial options for their stage in life. He specifically works in the field of retirement income planning and works alongside his clients to ensure their future security.
