Reilyn Zaro
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.