Lisa S. Naumann

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Lisa S. Naumann

Director of Administration and Compliance Analyst

lsnaumann@bourgeoncapital.com


Mrs. Naumann joined Bourgeon Capital Management in March 2010. She was previously the Secretary and Chief Compliance Officer of Barbenco Investment Advisors. Prior to joining Barbenco, she served as a manager in the Cash Management division of FleetBoston Financial. Mrs. Naumann is responsible for oversight and operations of Advent, the firm’s portfolio management system, in addition to being a key liaison between BCM and our clients. She is also responsible for the compliance duties of Bourgeon.

 

Mrs. Naumann received her Bachelor’s Degree in Theatre from Drury College.