Lisa Naumann
Plus aucun poste en cours
Profil
Prior to joining Bourgeon Capital Management in 2010, Ms. Naumann was Secretary and Chief Compliance Officer of Barbenco Investment Advisors.
Before Barbenco, she served as a manager in the Cash Management division of FleetBoston Financial.
Ms. Naumann received her Bachelor's Degree in Theatre from Drury College.
Anciens postes connus de Lisa Naumann
| Sociétés | Poste | Fin |
|---|---|---|
Barbenco Investment Advisors, Inc.
 Barbenco Investment Advisors, Inc. Investment ManagersFinance Barbenco Investment Advisors, Inc. is a registered investment advisor located in Stamford, Connecticut | Corporate Officer/Principal | 31/12/2009 |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Corporate Officer/Principal | - |
Bourgeon Capital Management LLC
 Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Corporate Officer/Principal | - |
Formation de Lisa Naumann
| Drury University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Barbenco Investment Advisors, Inc.
Barbenco Investment Advisors, Inc. Investment ManagersFinance Barbenco Investment Advisors, Inc. is a registered investment advisor located in Stamford, Connecticut | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
