John A. Zaro, III

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.