Matt Sokal
Profile
Mr. Mathew Sokal is a Junior Portfolio Manager at Bourgeon Capital Management LLC.
He joined the firm in 2018.
He is responsible for managing the firm's mutual fund portfolios as well as the 401(k)-advisory business.
He assists with the operation of Tamarac, the firm's portfolio management system.
He also manages the firm’s business development and marketing.
Mr. Sokal received his Bachelor of Science in Marketing Analytics and Economics from the University of Connecticut.
Former positions of Matt Sokal
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | - |
Training of Matt Sokal
| University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
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 |
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