Bourgeon Capital Management, LLC. Employee Directory

Investment ManagementConnecticut, United States2-10 Employees

Bourgeon Capital Management, LLC., located in Darien, Ct., was founded on the premise that a boutique investment counseling firm, with a clear single-minded focus on clients, is the most effective way to serve wealthy individuals and their families.  The firm's focus is on actively managed, separate accounts. Investment portfolios, comprised of individual stocks and bonds, are designed specifically for a given client based on their unique risk profile, tax situation and income requirements. At Bourgeon, we collaborate with our clients-we listen, we ask questions and, we value their input.  We consider a client's entire financial picture to determine how we can play the most effective role.  We wish to become an extension of their family, and find that most clients prefer it so.  Clients come to Bourgeon because we talk with them honestly, effectively and often.  They stay with us because of trust.

Find Bourgeon Capital Management, LLC. employees' phone numbers or email addresses

Bourgeon Capital Management, LLC. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Bourgeon Capital Management, LLC.'s Leadership

  • Stylized image of a person
    L. D. C. C.
    Partner
    Phone icon
  • Stylized image of a person
    J. A. Z.
    Managing Partner & Owner
    Phone icon
  • Stylized image of a person
    L. D.
    Partner
    Phone icon
  • Stylized image of a person
    R. P.
    Operations Director And Compliance Analyst
    Phone icon
  • Stylized image of a person
    S. M.
    Financial Advisor, Planner, Portfolio Manager
    Phone icon
  • Stylized image of a person
    C. L. G.
    Concierge Services Manager
    Phone icon
  • Stylized image of a person
    V. J.
    Financial Advisor & Portfolio Manager
    Phone icon
  • Stylized image of a person
    M. S.
    Portfolio Manager Associate
    Phone icon

Contact profiles from Bourgeon Capital Management, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. D. C. C.
    Partner
    Phone icon
    United StatesConnecticut
    May 28, 2025
  • Stylized image of a person
    J. A. Z.
    Managing Partner & Owner
    Phone icon
    United StatesConnecticut
    Nov 16, 2025
  • Stylized image of a person
    L. D.
    Partner
    Phone icon
    United StatesConnecticut
    May 28, 2025
  • Stylized image of a person
    R. P.
    Operations Director And Compliance Analyst
    Phone icon
    United StatesConnecticut
    Sep 08, 2025
  • Stylized image of a person
    S. M.
    Financial Advisor, Planner, Portfolio Manager
    Phone icon
    United StatesConnecticut
    Nov 20, 2024
  • Stylized image of a person
    C. L. G.
    Concierge Services Manager
    Phone icon
    United StatesConnecticut
    Nov 11, 2025
  • Stylized image of a person
    V. J.
    Financial Advisor & Portfolio Manager
    Phone icon
    United StatesNew York
    Oct 22, 2025
  • Stylized image of a person
    M. S.
    Portfolio Manager Associate
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. H.
    Financial Planner
    Phone icon
    United StatesNew York
    Sep 11, 2025
  • Stylized image of a person
    J. K.
    Associate
    Phone icon
    United StatesConnecticut
    Oct 22, 2024

Frequently Asked Questions

What is Bourgeon Capital Management, LLC. known for?

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Bourgeon Capital Management, LLC. was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Bourgeon Capital Management, LLC.'s company overview page for more information.

What is Bourgeon Capital Management, LLC.'s most common email format?

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Bourgeon Capital Management, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bourgeon Capital Management, LLC. email formats with LeadIQ.

How many employees does Bourgeon Capital Management, LLC. have currently?

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Bourgeon Capital Management, LLC. has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bourgeon Capital Management, LLC.'s key employees and leadership?

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As of December 2025, Bourgeon Capital Management, LLC.'s key employees include:

  • Partner: L. D. C. C.
  • Managing Partner & Owner: J. A. Z.
  • Partner: L. D.
  • Operations Director And Compliance Analyst: R. P.
  • Financial Advisor, Planner, Portfolio Manager: S. M.

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