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About
Claire Kramer serves as Vice President at Bourgeon Capital Management LLC, headquartered in Norwalk, CT. In her role, she is involved in overseeing investment operations and client portfolio management, leveraging her robust background in banking and finance to drive strategic asset allocation decisions.
Prior to joining Bourgeon Capital Management, Claire was a portfolio administrator for the president of Ameraudi Asset Management, giving her substantial experience in operational portfolio management and client service. Her expertise spans across wealth management and investment advisory, covering a diverse range of asset classes with a focus on equities and fixed income strategies.
While specific educational credentials are not publicly available, Claire is recognized for her analytical skills and industry experience in asset management. She has made significant contributions to the investment community through her work enhancing portfolio oversight and strategy execution at Bourgeon Capital Management LLC.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bourgeon Capital Management LLC | Vice President | Unknown to Present | — |
Skills & Expertise
Others at Bourgeon Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
| Managing Partner and Owner | New Canaan, CT , United States | |
L Laura Drynan | Partner | Stamford, CT , United States |
V Victor Joseph | Financial Advisor and Portfolio Manager | New York, NY , United States |