Meet the Team
John A. Zaro, III CFA®, CIC
Managing Member, General Partner
After 20 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.
Laura K. Drynan CFA®,CFP®, CIC
Ms. Drynan brings over 25 years of investment experience to Bourgeon. Since 2003, she has focused 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.
Ms. Drynan 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 on has been instrumental to her success.
She began her career 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 in Mandarin from Georgetown University. She graduated Summa Cum Laude and became a member of the Phi Beta Kappa Society during her junior year. She is a Chartered Financial Analyst®, Certified Financial Planner™, and Chartered Investment Counselor. Ms. Drynan is 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, she was elected to the Board of Governors of the Investment Adviser’s Association, where she also serves 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 Ms. Drynan was a recipient of the Woman with Impact Award given by the Women’s Business Development Council.
Stacey A. Cassidy
Vice President of Administration
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 Tamarac, 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.
Laura Pollack CPA
Ms. Pollack 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.
Operations Director and Compliance Analyst
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 Tamarac, 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.
Associate Financial Planner and Portfolio Manager
Mr. Joseph joined Bourgeon Capital Management in June of 2021. He assists with financial planning and the mutual fund portfolio strategies. Mr. Joseph has an extensive background in portfolio management and financial analysis.
Prior to joining Bourgeon, Mr. Joseph was a Financial Advisor with Wells Fargo Advisors. Previously, he had worked with Webster Investment Services and Northwestern Mutual.