Daniel C. Goldie, CFA, CFP

Mr. Goldie is President of Dan Goldie Financial Services LLC, a registered investment advisory firm that helps individual investors and families manage their money and make smart financial decisions. He has been recognized by the San Francisco Business Times as one of the top 25 Bay Area independent advisors, and by Barron's as one of the top 100 independent financial advisors in the United States.

In 1998, Mr. Goldie co-authored The Prudent Investor's Guide to Beating Wall Street at Its Own Game. He began his investment career in 1991 after retiring from the ATP Tour (men's professional tennis), where he was a Wimbledon quarterfinalist and won four professional titles. Mr. Goldie was the 1986 NCAA men's singles champion for Stanford University. He has been inducted into the Collegiate Tennis Hall of Fame, the Northern California Tennis Hall of Fame, and the Stanford University Sports Hall of Fame.

Mr. Goldie holds an A.B. in economics from Stanford University and an M.B.A. from The Walter A. Haas School of Business, University of California at Berkeley. He is a member of the CFA Institute and the CFA Society of San Francisco, and has earned the Chartered Financial Analyst designation and CERTIFIED FINANCIAL PLANNER™ certification.

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Gordon S. Murray (1950-2011)

Mr. Murray spent over 25 years working on Wall Street, primarily at Goldman Sachs, Lehman Brothers, and Credit Suisse First Boston, in a variety of institutional sales and management roles. In sales, he covered some of the largest and most sophisticated institutional investors in the world. As a manager, he worked across all product areas and saw firsthand how these once proud institutions lost their way through the excessive use of leverage, overly complex products, proprietary trading, and not putting their clients first.

After his Wall Street career, Mr. Murray worked as a consultant with Dimensional Fund Advisors, an investment management firm known for bringing academic research to the practical world of investing. In that role, he helped independent, fee-only advisors articulate the merits of investing versus speculating.

Mr. Murray has served on the board of the Hillsborough Schools Foundation where he founded the Scholars' Circle. Currently he is a Vice-Chair of the U.C. Berkeley Parents' Fund and Advisory Board where he received the Trustees Citation Award in 2009. Mr. Murray graduated from the University of North Carolina at Chapel Hill with an A.B. in Political Science, and received an M.B.A. from Columbia University.




























 

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Dan Goldie and Gordon Murray