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399 Park Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-25 |
| FL | RA | APPROVED | 2026-06-26 |
| MA | RA | APPROVED | 2026-06-24 |
| AZ | RA | APPROVED | 2026-06-23 |
| NJ | RA | APPROVED | 2026-06-23 |
| CA | RA | APPROVED | 2026-06-03 |
| IL | RA | APPROVED | 2026-06-03 |
| OR | RA | APPROVED | 2026-06-03 |
| PA | RA | APPROVED | 2026-06-03 |
| CT | RA | APPROVED | 2026-05-26 |
| NY | RA | APPROVED | 2026-05-26 |
Branch Locations
80 Field Point Road, Greenwich, CT 06830 • United States
399 Park Avenue, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bourgeon Capital Management Llc | Darien | CT | 03/2010 | 05/2026 |
| First Manhattan Co Llc | New York | NY | 05/2026 | Present |
Investment Adviser Association Investment-related Washington, DC Provides compliance and congressional advocacy for SEC registered firms Board of Governors, chair of Advocacy Council, Chair of PAC. No compensation 2022 start date Four Board meetings per year Spend about 4 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
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