Lisa S. Naumann
Director of Administration and Compliance Analyst
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.