Profil
Mr. John A. Zaro is Managing Member & General Partner at Bourgeon Capital Management LLC.
He has over 20 years of investment experience.
In 1999, he founded Bourgeon with the mandate to develop a true partnership with every client, through honest and inquisitive conversations and by honoring their interests at all times.
Mr. Zaro enjoyed a successful career at the highest levels of the investment management business.
As senior managing director and partner at Warburg Pincus Asset Management, he assisted in the implementation of a new investment process for the Private Client/High Net Worth Client Group.
He also served as a portfolio manager and alpha target manager for J.P.
Morgan Investment Management, and was vice president at Morgan Stanley, at Jefferies & Company and at Smith Barney.
Mr. Zaro received his Bachelor of Arts degree in Political Science/Economics from Stanford University.
He is a member of the New York Society of Security Analysts and is a Chartered Financial Analyst.
Postes actifs de John Aniblo Zaro
| Sociétés | Poste | Début |
|---|---|---|
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs. | Directeur Général | 01/01/1999 |
Anciens postes connus de John Aniblo Zaro
| Sociétés | Poste | Fin |
|---|---|---|
Warburg Pincus Asset Management, Inc.
Warburg Pincus Asset Management, Inc. Investment ManagersFinance Manages mutual funds | Gestionnaire de Portefeuille-Actions | 31/12/1998 |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Gestionnaire de Portefeuille-Actions | - |
Formation de John Aniblo Zaro
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Warburg Pincus Asset Management, Inc.
Warburg Pincus Asset Management, Inc. Investment ManagersFinance Manages mutual funds | Finance |
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















