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Laura K. Drynan CFA®,CFP®, CIC
Ms. Drynan brings over 25 years of investment experience to Bourgeon. For the last 15 years, she has focused exclusively on helping ultra-high-net-worth and high-net-worth individuals achieve their multi-generational investment goals through the use of customized portfolios designed for their specific needs.
Through the years, Laura has become a trusted advisor to many of her clients as a result of her long-tenured relationships and client focus. Her ability to connect with people going through a transition, such as retirement, divorce, or death of a loved one has been instrumental to her success.
Her market insights and investment expertise have been nurtured over 25 years, beginning at Credit Suisse First Boston where she became a key member of a top-ranked investment research team. After leaving Wall Street, she joined Barbenco Investment Advisors, a Connecticut-based family office, rising to the role of President and Chief Investment Officer. She joined Bourgeon as a partner in 2010.
Ms. Drynan earned her Bachelor of Science degree in Mandarin from Georgetown University, Summa Cum Laude, Phi Beta Kappa. She is a Chartered Financial Analyst®, Certified Financial Planner™, Chartered Investment Counselor, member of the New York Society of Security Analysts, as well as a member of the Investment Advisor Association Government Relations Committee.