Bourgeon Capital Management LLC

John Mallozzi is a financial advisor at Bourgeon Capital Management LLC with nine years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Columbus Circle Investors. Mallozzi serves on the board of governors for Horizons at New Canaan Country School, a nonprofit organization. Bourgeon Capital Management provides discretionary portfolio management, retirement-plan advice, and financial planning for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a primarily fundamental analysis-driven investment approach and tailors portfolios to client objectives and risk tolerance.

John Zaro is a CFA® charterholder with 15 years of industry experience and has been with Bourgeon Capital Management LLC since 1999. He holds Series 63 and Series 65 licenses and is based in Darien, CT. Bourgeon Capital Management provides discretionary portfolio management, retirement-plan advice, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis as the primary driver for investment decisions, supplemented by technical and business-cycle considerations, and emphasizes issuer diversification, fixed-income laddering, and strategic cash management.

Laura Drynan is a CFP®, CFA®, and CIC credentialed advisor with 18 years of industry experience. She has been with Bourgeon Capital Management LLC since 2010. Bourgeon Capital Management provides discretionary portfolio management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses fundamental analysis as the primary driver of investment decisions and tailors portfolios to client objectives and risk tolerance, managing approximately $917.6 million with a small, credentialed advisory team.

Richard Hall is a financial advisor at Bourgeon Capital Management LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Bourgeon Capital Management provides discretionary portfolio management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis supplemented by technical and business-cycle factors, tailoring portfolios to clients' objectives and risk tolerance.