Our Bourgeon Team

Meet the Team

John A. Zaro, III CFA®, CIC

Managing Member, General Partner

jzaro@bourgeoncapital.com


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

 

Prior to Bourgeon, I enjoyed a successful career at the highest levels of the investment management business. As senior managing director and partner at Warburg Pincus Asset Management, I assisted in the implementation of a new investment process for the Private Client/High Net Worth Client Group. I 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.

 

I received my Bachelor of Arts degree in Political Science/Economics from Stanford University. I am a Chartered Investment Counselor, member of the New York Society of Security Analysts, and a Chartered Financial Analyst. When I am not in the office, I enjoy spending time with my three daughters. I look forward to teaching my grandson how to fish and golf.

 

Laura K. Drynan CFA®,CFP®, CIC

Partner 

ldrynan@bourgeoncapital.com


I bring over 25 years of investment experience to Bourgeon, but since 2003, my primary focus has been exclusively on helping ultra-high-net-worth and high-net-worth individuals achieve their multi-generational investment goals using customized portfolios designed for their specific needs.

 

I consider myself a trusted advisor as a result of my long tenured relationships and client focus. I believe my ability to connect with people going through a transition, such as retirement, divorce, or death of a loved one has been instrumental to my success.

 

My career began at Credit Suisse First Boston, where I became a key member of a top-ranked investment research team. After leaving Wall Street, I joined Barbenco Investment Advisors, a Connecticut-based family office, rising to the role of President and Chief Investment Officer. I joined Bourgeon as a partner in 2010.

 

I earned my Bachelor of Science in Mandarin from Georgetown University, graduating Summa Cum Laude and a member of the Phi Beta Kappa Society. I’m a Chartered Financial Analyst®, Certified Financial Planner™, and Chartered Investment Counselor. I’m a member of the New York Society of Security Analysts and a member of Fairfield County’s Community Foundation’s Professional Advisors Council. In 2021, I was elected to the Board of Governors of the Investment Adviser’s Association, where I also serve as a member of the IAA’s Diversity, Equity, and Inclusion Committee and as Vice Chairman of the IAA’s Government Relations Committee. In 2020, I proudly received  the Woman with Impact Award given by the Women’s Business Development Council.

 

I enjoy reading a book with my feet in the sand and game night with my family and friends.

 

Laura Pollack CPA

Controller

lpollack@bourgeoncapital.com


Prior to joining Bourgeon in 2001, I worked for Eisner LLP (now EisnerAmper LLP) specializing in tax accounting. I received my Bachelor of Science in Business from California State University, Los Angeles. I enjoy attending concerts and am an avid Lakers fan.

 

Rheema Pike

Operations Director and Compliance Analyst

rpike@bourgeoncapital.com


Since 2018, I have been dedicated to assisting clients and ensuring day-to-day transactions along with account documentation are taken care of in a timely manner at Bourgeon. I assist in the operation of Tamarac, the firm’s portfolio management system. As a compliance analyst, I monitor that the company is compliant with our governing rules and regulations.

 

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

 

I received a Master of Arts in International Political and Economic Development from Fordham University and a Bachelor of Arts in French from Manhattanville College. I love watching my twin sons play high school soccer and club soccer. Plus, I am the team manager for their teams too.

 

Victor Joseph

Associate Financial Planner and Portfolio Manager

vjoseph@bourgeoncapital.com


I joined Bourgeon Capital Management in June of 2021. Drawing on my extensive background in portfolio management and financial analysis, I assist with financial planning and the mutual fund portfolio strategies. 

 

Prior to joining Bourgeon, I was a Financial Advisor with Wells Fargo Advisors, and I had worked with Webster Investment Services and Northwestern Mutual. 

 

I received a bachelor's degree in Economics from the University of Connecticut. 

 

My free time includes fun with playing soccer with my son and pick-up basketball games with my daughter. We also love our visits to The Maritime Aquarium.

 

Reilyn Zaro

Client Service Specialist

rzaro@bourgeoncapital.com


I joined Bourgeon Capital Management in March of 2020. In my role, I provide clients with real time account support and consistent portfolio monitoring. I also manage marketing initiatives and client communications.

 

I received a Bachelor of Arts in Economics from the University of Virginia. When I am not in the office, I love all animals and especially spending time with my 13 year old dog. I enjoy watching college basketball.

 

For more information, please contact us: 
320 Post Road
Darien, CT 06820
203.280.1170 info@bourgeoncapital.com
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