Founded in 1999 by John Aniblo Zaro, Bourgeon Capital Management, LLC has firmly positioned itself as a leading investment advisory firm, specializing in actively managed separate accounts with portfolios primarily consisting of stocks and bonds. Situated in Darien, Connecticut, Bourgeon Capital
Priya Jaiswal is a recognized authority in Banking, Business, and Finance, with extensive expertise in market analysis, portfolio management, and international business trends. In this interview, we will explore the impact of tariffs on the economy and markets, specific tariff rates and their
In the ever-evolving landscape of financial advisory services, independent financial advisors are constantly seeking ways to enhance their practice, streamline operations, and provide superior client service. One of the most effective solutions to achieve these goals is the implementation of
Lombard Odier has once again demonstrated its leadership in the wealth management and private banking sectors by securing multiple accolades at the WealthBriefing Swiss Awards 2025. This commendation marks the eleventh consecutive year that Lombard Odier has been honored, reinforcing the
In the ever-evolving landscape of financial technology, investors face the continuous challenge of managing their portfolios effectively while navigating market volatility and taxation complexities. Frec’s Portfolio Allocation feature offers a refreshing solution by allowing investors to take c
General Catalyst, a prominent venture firm, has made a strategic move by absorbing 20 ex-staff members from First Republic Bank, a casualty of the 2023 regional banking crisis, to launch a new wealth-management business. The new firm, named GC Wealth, is led by Dave Breslin, who previously headed
