Lisa Naumann
Career history of Lisa Naumann
Former positions of Lisa Naumann
| Companies | Position | Start | End |
|---|---|---|---|
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 | 30/12/2009 | 30/12/2009 |
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 | 09/03/2010 | - |
Training of Lisa Naumann
| Drury University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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