Our Bourgeon Team

John A. Zaro, III CFA®

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 implemented 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 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.

Spencer Mallozzi CFP®

Partner, Financial Planner & Portfolio Manager

smallozzi@bourgeoncapital.com

I joined the Bourgeon team in 2022 with 20 years of investment and finance experience. I am of the belief that the combination of a trusted advisor with a collaborative and comprehensive financial plan is the best way for families to navigate the complexities of wealth management.  What sets us apart, and my favorite part of our work, are the authentic and close relationships we form with our clients in our efforts to help them achieve their goals.

My finance career began at Deutsche Bank Alex Brown supporting three brokers with uniquely different businesses: client sales, middle market sales and institutional sales. I then spent 13 years on the institutional side of the business as a hedge fund trader at Accipiter Capital Management, Iridian Asset Management, and Columbus Circle Investors. Just prior to Bourgeon, I worked for 4 years at Oppenheimer & Co Inc. as part of an advisory group providing investment advice, financial planning, and custody services to high-end net-worth individuals, investment advisors, and family offices.

I graduated from the University of Vermont with a Bachelor of Arts degree in English.  I am deeply committed to the non-profit Horizons at New Canaan Country School, serving 9 years on the Board of Directors and currently on the Board of Governors. My time out of the office is largely spent watching my daughter and son grow up way too fast and enjoying their various interests.

Laura Pollack CPA

Partner, Chief Operating Officer & 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.

Katherine Bell

Vice President, Financial Analyst & Portfolio Manager

kbell@bourgeoncapital.com

I joined Bourgeon Capital in October 2026, drawn by the chance to work directly with individuals and families and help them reach their financial goals. Prior to joining the firm, I spent nearly nine years at Morgan Stanley. I began on the Equity Sales team within Wealth Management, where I advised Financial Advisors on equity positioning, developed actionable trade ideas and sector updates, and analyzed client portfolios to deliver tailored equity recommendations. I then spent over 5 years in Equity Research covering the Freight Transportation and Airlines sectors. In this role, I maintained and developed financial models for eight Airlines and more than 30 freight companies, authored research reports for initiations, earnings, and industry events, and cultivated relationships with investor relations personnel and C-suite executives.

 

I graduated from Brown University with a Bachelor of Arts degree in Business, Entrepreneurship, and Organizations. Outside of the office, my two young daughters keep me busy and bring plenty of joy and laughter to my days. I also enjoy getting outdoors for walks with my two dogs and spending time with my family.

 

 

Christie Gammill

Vice President, Concierge Services

cgammill@bourgeoncapital.com

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I joined Bourgeon Capital Management in the fall of 2021.  My path to Bourgeon is not the traditional financial sector yet similarly in the client support and management.   I began my career managing client-owned trade shows of 56,000 attendees and 3,200 exhibitors with over 200 meetings managing all marketing, logistics and sales. I transitioned from the trade show market to be the founder of Details by CLG, LLC, where I offer individuals, corporations, foundations, and non-profit organizations a management process that conserves today’s most important commodities - time and resources. Developing a close partnership with each client, I focus on managing all aspects of any project and provide comprehensive services that ensure that even the smallest details are flawlessly executed.   My experience extends from running large scale events to managing the details of individuals’ homes to handling holiday cards to bill paying and even to coordinating a new driveway.   I am here to help you achieve peace of mind.

I am fortunate to be raising my three children in the community I grew up in and watching their sports of hockey, soccer, lacrosse, tennis and field hockey.

 

Richard Hall

Vice President, Financial Planner & Fixed Income Specialist

rhall@bourgeoncapital.com

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I bring nearly nine years of wealth management experience to my work with individuals and families, helping them connect their investment decisions with their broader financial goals. At Bourgeon, I manage client relationships and provide comprehensive financial planning, with a focus on investment strategy, tax efficiency, and multigenerational wealth planning. I focus on planning for next-generation clients, helping them navigate financial decisions and prepare for the responsibilities of managing wealth. I assist with investment manager due diligence for the firm’s model portfolios and alternative investments and manage trading across all individual bond portfolios.

I joined Bourgeon in July 2024 after more than six years at UBS. Most recently, I served as a Financial Advisor in UBS’s New York City Private Wealth Management office, working with a team overseeing approximately $3.7 billion in client assets. My work focused on strengthening client relationships through comprehensive planning and helping families evaluate tax-efficient approaches to transferring wealth across generations. Previously, as a Wealth Planning Associate, I developed and presented detailed financial analyses to help high-net-worth and ultra-high-net-worth clients and their advisors evaluate complex financial decisions.

I graduated cum laude from St. Lawrence University with a Bachelor of Arts in Economics and Business of the Liberal Arts. As an alumnus of St. Lawrence and Holderness, I remain involved in fundraising initiatives and helping students navigate their career goals. Outside the office, I enjoy spending time in the mountains skiing or on the river fly fishing.

 

Rheema Pike

Operations Director and Compliance Analyst

rpike@bourgeoncapital.com

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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. After years of cheering for my twin sons on the soccer fields, they are both off to college at NYU and University of South Carolina.

 

Liam Tobias

Financial Analyst

ltobias@bourgeoncapital.com

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I joined Bourgeon in April 2026. I am passionate about working with clients and helping individuals and families navigate important financial decisions with confidence and a long-term perspective. I am currently studying for the CFP® and aim to be certified by July 2027.

 

I earned my Bachelor of Science in Finance from the University of Connecticut School of Business in Storrs, CT. I started my career at Guardian Life, a Fortune 250 company, on their Corporate Development team, assisting in strategic partnerships with major asset managers and evaluating various investments. Prior to Guardian, I interned at Jefferies on their Financial Planning and Analysis team, where I gained analytical and strategic finance experience through close collaboration with the investment banking and sales and trading groups by forecasting areas for future growth.

Outside of work, I enjoy fitness, golf, traveling, and spending time with my family and friends.

 

 

Mickee LLC, Consultant

Reilyn Zaro, Its Managing Member, Head of Cash Management & Trading

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, client communications, and special client driven projects. My work includes, but is not limited to, Advisory Review of Non-Discretionary Management of Assets, Investment Policy Statements, Trading, Quarterly Reports, constant coordination with Charles Schwab on daily account details. In addition to my work in the financial sector, I have spent years in retail as I have a passion for collaborating with clients and helping understand their needs and enhance their experience. This directly correlates to my work with the clients at Bourgeon as I enjoy getting to know each one and supporting their portfolios.

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 dog, Bonk. I enjoy watching college basketball.