Rheema Pike

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.