John A. Zaro, III CFA®, CIC

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John A. Zaro, III CFA®, CIC

Managing Member, General Partner

jzaro@bourgeoncapital.com


After 20 years in the investment world, Mr. Zaro was determined to provide a better way to help wealthy individuals, their families and foundations meet their objectives. In 1999 he founded Bourgeon with the mandate to develop a true partnership with every client, through honest and inquisitive conversations and by honoring their interests at all times.

 

Mr. Zaro enjoyed a successful career at the highest levels of the investment management business. As senior managing director and partner at Warburg Pincus Asset Management, he assisted in the implementation of a new investment process for the Private Client/High Net Worth Client Group. He also served as a portfolio manager and alpha target manager for J.P. Morgan Investment Management, and was vice president at Morgan Stanley, at Jefferies & Company and at Smith Barney.

 

Mr. Zaro received his Bachelor of Arts degree in Political Science/Economics from Stanford University. He is a member of the New York Society of Security Analysts and is a Chartered Financial Analyst.