Richard Hall
I joined Bourgeon Capital Management in early July, 2024. I am excited to work with our clients to continue to develop their financial plans and help them grasp their total financial picture, plan for a life event, and achieve financial goals.
I began my career in UBS’s financial advisor training program where I worked with clients on their daily needs, conducted portfolio reviews, investment recommendations, and built financial plans. The next four years were spent working in UBS’s New York City flagship Private Wealth Management office where I focused on partnering with financial advisors to provide in-depth financial planning to their clients.
As an alum of St. Lawrence University and Holderness, I am a frequent volunteer in fundraising initiatives and helping current students navigate their career goals. When not in the office, I enjoy spending time in the mountains skiing or on the river fly fishing.