Clare M. Stenstrom CFP® CEO, Treasurer
7 Penn Plaza, Suite 310
New York, NY 10001
Phone: 212-
Fax: 646-
E-
Clare has worked in the investment business for over thirty years. She started her career at Smith Barney, became a broker’s assistant at Laird & Company, researched new issues for Cerberus Associates, a hedge fund and finally found her calling at Parmelee Management, an investment advisory firm as a portfolio manager. She also became the company’s Corporate Secretary, remaining in those positions for 18 years. Through Fred Parmelee’s friendship with Don Bourne, Sr., Clare was introduced to the Bournes in the mid 1980’s. This relationship evolved into their working together in 1998 in the Bedford Hills office and the current corporate structure.
Clare Stenstrom received her Certificate in Financial Planning at New York University in 1996 and obtained her license as a Certified Financial Planner™ that same year. Along with investment advisory service; she offers comprehensive, holistic financial planning to help clients attain their goal and dreams. Clare is also a Sudden Money Institute™ advisor helping people successfully conquer life’s financial transitions through identifying and accomplishing their life goals.
Clare was recognized for her competence, integrity, leadership, relationships and
stewardship with the Financial Planning Association of New York’s Heart of Financial
Planning award in 2009. As President of the FPA NY in 2001, she formed the 9-
John Lent CFA Portfolio Manager
101 Park Street
Montclair, N.J. 07042
Phone: 973-
Fax: 201-
E-
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.
© Bourne Stenstrom Lent Asset Management
Bourne Stenstrom Lent Asset Management, Inc | 4 Charles Colman Blvd. | Pawling, NY
12564 | Phone: 845-
Donald W. Bourne Sr. Chairman and Founder
258 Main Street
Yarmouth ME 04096
Phone: 845-
Fax: 207-
E-
Donald Bourne, Sr. has over 50 of experience in the investment business. Don graduated from the Merrill Lynch Executive Training program in 1953. He spent eight years at Merrill in retail sales, the legal department and institutional sales. During that period he was a member of the New York Stock Exchange Allocations Committee. He left Merrill because he felt that the retail broker has an inherent conflict with his client because of the pressure to create commissions and joined Scudder Stevens & Clark in 1959 as a portfolio manager. In 1963 he along with a fellow SS& C associate formed Independent Advisors to Investors for the purpose of selling split fee investment management services to the brokerage industry. IAI received the New York Stock Exchange approval of the plan, but the market wasn’t ready for them. Today “wrap” accounts are common. In 1963 he joined a highly regarded small investment bank, money manager (Chemical and Eberstadt mutual funds) and institutional research firm F. Eberstadt & Co. as an institutional salesman. He advanced to Vice President and Director. In 1983 Don resigned because of a difference in policy and started Bourne Management to help those individuals who needed money management services.
Don graduated from Glen Ridge High School in New Jersey in 1947. He received his BS in Commerce degree from Washington Lee University in 1951. He graduated from the Merrill Lynch Executive Training Program in 1953.He is a former Mayor and Councilman of Glen Ridge, N.J. and a former member of the Bond Club of New York and New York Society of Security Analysts.
4 Charles Colman Blvd.
Pawling, NY 12564
Phone: 845-
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 long time 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.
Bourne Stenstrom Lent Asset Management, Inc.
Established 1983
845-
