Unclaimed
Laura Kim Drynan is an investment advisor representative at Bourgeon Capital Management LLC. Laura has over 30 years of experience in the financial services industry and is a Certified Financial Planner, Chartered Financial Analyst and a Chartered Investment Counselor. Laura is registered to provide investment advisory services in California, Connecticut and Florida. Laura previously worked at Credit Suisse First Boston Corporation. Laura is currently focused on working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/01/2025 - Present
Bourgeon Capital Management LLC (DARIEN CT)
NY
07/23/1991 - 09/03/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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