Laura Drynan, CFA®, CFP®
Managing Director, Portfolio Manager, Wealth Advisor
- 36+
- Years of
Experience
Laura Drynan, CFA®, CFP®, brings more than 30 years of investment management and wealth advisory experience. She specializes in helping clients navigate complex financial decisions through investment strategy, disciplined portfolio management, and comprehensive wealth planning.
Prior to joining the Firm, Laura served as Partner at Bourgeon Capital Management, LLC, where she advised clients on investment strategy and long-term financial planning. Earlier in her career, she was President and Chief Investment Officer at Barbenco Investment Advisors, leading investment research, portfolio construction, and client advisory services. She also spent nearly a decade with Credit Suisse First Boston as a Vice President in the Equity Research Department.
Laura is an active leader within the financial services industry and currently serves on the Board of Governors of the Investment Adviser Association (IAA). In addition, she is the Chair of both its Advocacy Council and Political Action Committee (PAC).
Laura earned a Bachelor of Science in Mandarin Chinese from Georgetown University, graduating summa cum laude and as a member of Phi Beta Kappa. She holds the Chartered Financial Analyst (CFA®) designation and the Certified Financial Planner™ (CFP®) certification.