Donald W. Bourne Sr.

Chairman and Founder

1929 - 2013

Donald W. Bourne Jr. President

3 Memorial Avenue

Pawling, New York 12564

845-855-1590 x12

845-855-1542 fax

Don Jr. has over 30 years of experience in the investment business. Prior to joining the firm in 1989 he was a trust officer with the Horizon Trust Company of New Jersey. It was there that he worked on a team of portfolio managers, one of them our Senior Portfolio Manager, John Lent, where he honed his portfolio management skills. In 1989 he joined Bourne Management, Inc. in Montclair, New Jersey. Soon after he joined the firm they opened the Yarmouth, Maine office. Don Jr. ran the Montclair office until 1999 when the main office was moved to Bedford Hills, New York. Don now runs the firms headquarters in Pawling, New York.Don Jr. graduated Allegheny College in 1985 with a BS in Economics after graduating from Glen Ridge High School Don still has ties to the Montclair NJ area, as a longtime member of the Montclair Golf Club. He also maintains a founding membership at the Sherman CT River Oaks Club. Busy raising his 2 sons in Connecticut, Don does enjoy sailing, golfing, fishing and boating around Candlewood Lake.

John Lent CFA Portfolio Manager

101 Park Street

Montclair, NJ 07042


201-447-9125 fax

John Lent has over 30 years of experience in the investment business. Prior to joining the firm in 2005, John was a Senior Vice President with US Trust of New York managing over 60 family relationships representing over $700 million in assets. For 5 years he was the Chief Investment Officer of the Washington office of US Trust.John started his investment career with Fiduciary Trust Co. of New York as an Investment Assistant. He later joined Horizon Trust of New Jersey where he became a Vice President and Senior Portfolio Manager. Through mergers Horizon eventually became JP Morgan Chase. John received his BS in Economics from the University of Dayton in 1968, MA from Wayne State University in 1971 and his MBA from Fairleigh Dickinson University in 1975. He is a CFA and a member of the New York Society of Security Analysts.