Dirk Gilliard Joins top Investment Firm Dan Goldie Financial Services to Head up Marin County Office

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Menlo Park based Dan Goldie Financial Services, a Barron's Magazine Top 100 wealth advisor recently added Dirk Gilliard as a partner. Mr. Gilliard will head up their new Marin County office. Dan Goldie Financial Services manages $450 million for over 200 wealthy individuals and families.

Dan Goldie Financial Services, a leading investment advisory firm in Menlo Park, California, is pleased to announce that Dirk Gilliard has joined the firm as a partner. Mr. Gilliard will be managing the firm's Marin County office, and has over 14 years of experience in wealth management for high net worth individuals.

"I am very pleased to be joining forces with Dirk" said Dan Goldie, Founder of Dan Goldie Financial Services. "He will provide the additional level of client service, expert advice, and business continuity that I have been seeking for some time."

Mr. Gilliard joins Dan Goldie Financial Services from Private Capital Management, a Bay Area wealth management firm where he served as a principal, working with high net worth individuals, families and business owners. Previously, Mr. Gilliard worked as an advisor with Emeritus Investment Management, Inc. where he headed up portfolio management and research. He is a 1990 graduate of the University of California at Berkeley.

"It is great to be working with Dan, who is a nationally recognized leader among independent financial advisors. In today's rapidly changing financial landscape, we provide the stability, independence, and trust that investors are looking for from their financial advisor."

Mr. Gilliard currently serves as chair of the Redwoods Foundation Endowment Investment Committee and is a life member of the Guardsmen of San Francisco, a 60-year-old San Francisco charity dedicated to at-risk-youth.

Dan Goldie Financial Services is ranked among the top 100 independent financial advisors in the United States by Barron's Magazine, as well as being named to the list of top 25 Bay Area wealth advisors by the San Francisco Business Times.

Investment Advisory services provided through Partnervest Advisory Services LLC. Dan Goldie Financial Services is a financial advisor to wealthy individuals and families with offices in Menlo Park and Greenbrae, California.

For further information contact:
Dan Goldie
750 Menlo Avenue, Suite 200
Menlo Park, CA 94025


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