Our Bourgeon Team

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Meet the Team

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John A. Zaro, III CFA®, CIC

Managing Member, General Partner

jzaro@bourgeoncapital.com


After 35 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 Chartered Investment Counselor, member of the New York Society of Security Analysts, and is a Chartered Financial Analyst.

 

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Laura K. Drynan CFA®,CFP®, CIC

Partner 

ldrynan@bourgeoncapital.com


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 result of her long tenured relationships and client focus. Her ability to connect with people going through 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 Analyst, as well as a member of the Investment Advisor Association Government Relations Committee. 

 

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Stacey A. Cassidy

Vice President of Administration

scassidy@bourgeoncapital.com


Ms. Cassidy comes to Bourgeon Capital Management after 24 years as Office Manager and Executive Assistant for Albert B. Ashforth, Inc. Corporate Real Estate Brokerage. At Albert Ashforth, Ms. Cassidy was responsible for supporting the senior executives of the Brokerage Division as well as the day-to-day operations of the office and management of the support staff.

 

At Bourgeon, Ms. Cassidy is responsible for the oversight and operation of Advent, the firm’s portfolio management system. She is also a key liaison between the firm and its clients, in addition to managing the overall affairs of the firm. Ms. Cassidy received her Associate of Arts Degree from Sacred Heart University.

 

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Laura Pollack CPA

Controller

lpollack@bourgeoncapital.com


Laura joined Bourgeon Capital Management in November 2001. Prior to Bourgeon she worked for Eisner LLP (now EisnerAmper LLP) specializing in tax accounting. She received her Bachelors of Science in Business from California State University, Los Angeles.

 

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Jake E.J. Kelly

Associate

jkelly@bourgeoncapital.com


Mr. Kelly joined Bourgeon Capital Management in April 2016. Prior to coming to Bourgeon, he spent four years enlisted in the United States Marine Corps, including a combat tour to Afghanistan before being honorably discharged in 2015. He is responsible for managing the firm's mutual fund portfolios as well as the 401(k) advisory business. He also assists with the operation of Advent, the firm’s portfolio management system.

 

Mr. Kelly is currently pursuing his B.S. in financial management at the University of Connecticut School of Business.

 

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Rheema Pike

Client Service Specialist and Compliance Analyst

rpike@bourgeoncapital.com


Ms. Pike joined Bourgeon Capital Management in May of 2018. At Bourgeon, Ms. Pike is dedicated to assisting clients and ensuring day-to-day transactions along with account documentation are taken care of in a timely manner. She assists in the operation of Advent, the firm’s portfolio management system. As a compliance analyst she monitors that the company is compliant with our governing rules and regulations.

 

Ms. Pike comes to Bourgeon Capital Management with over 20 years of experience in the investment advising community. Prior to Bourgeon she worked at Spruce Investment Advisors, LLC in Stamford, Connecticut where she was the Operations Team lead that managed clients’ data within Advent across multiple assets, ensuring daily reconciliation to meet trading and reporting needs. Additionally, she assisted on compliance surveillance regulatory reporting and dealt with client queries.

 

Ms. Pike received a Master of Arts in International Political and Economic Development from Fordham University and a Bachelor of Arts in French from Manhattanville College.

 

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Lori Wood

Administrative Associate

lwood@bourgeoncapital.com


Ms. Wood joined Bourgeon Capital Management in April of 2018. At Bourgeon, Lori will be a client service representative charged with making our business run smoothly and efficiently for you. Prior to Bourgeon she was a service representative at Ingersoll Service in Danbury, Connecticut. She has over 25 years of experience in administration and marketing. Ms. Wood received her Associate of Applied Science in Criminal Justice from Rockland Community College.

 

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Mathew Sokal

Intern

msokal@bourgeoncapital.com


Mr. Sokal joined Bourgeon Capital Management in January of 2018. Matt attends the University of Connecticut where he is pursuing his Bachelor of Science in Digital Marketing and Data Analytics. Matt assists with the firm’s business development and marketing.