
Spencer Mallozzi
I joined the Bourgeon team in 2022 with 20 years of investment and finance experience. I am excited to work with our clients to help them achieve their goals primarily through financial planning. 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.
I began my finance career at Deutsche Bank Alex Brown supporting three brokers with uniquely different businesses: private client sales, middle market sales and institutional sales. The next 13 years were spent 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-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 elementary school aged daughter and son grow up too fast and coaching their hockey and skiing interests.