Victor Joseph

Victor Joseph is a Financial Advisor and Portfolio Manager at Bourgeon Capital Management, LLC, based in Darien, Connecticut, with a professional presence also associated with the New York, NY market. In his current role, he provides personalized investment advisory services to high-net-worth individuals, families, and institutional clients, focusing on constructing and managing portfolios aligned with each client's unique financial goals.

Victor's investment practice emphasizes a broad range of asset classes, including equities, fixed income, and alternative investments, with a focus on portfolio diversification and long-term capital preservation. He provides specialized advice for clients navigating major life transitions and supports multi-generational wealth planning, consistent with Bourgeon Capital's core clientele and philosophy.

He previously served as a Financial Advisor at Wells Fargo Advisors and Webster Bank, building a robust background in wealth management, banking, and client advisory services. Victor holds a bachelor's degree in Economics from the University of Connecticut, strengthening his expertise in market analysis, asset allocation, and comprehensive financial planning.