Samuel E. Bain, Jr., Founder, CEO, and Managing Partner
Sam founded Bainco International Investors in 1987 and is responsible for the strategic direction of the firm's operations and investments. Before founding Bainco, he was a senior vice president at Donaldson, Lufkin and Jenrette in Boston, serving high net-worth individuals and institutions. Prior to joining DLJ, he was affiliated with Merrill Lynch. Sam earned a Bachelor's degree in Mathematics from the University of Vermont, and a Master's degree in Systems Design and Management from George Washington University; he also attended the Boston University School of Law. Sam holds a NASD Series 7 license to practice stock, bond and options brokerage; a Series 65 license for investment advisement; a Series 24 license for supervising security transactions; and a Massachusetts real estate brokerage license. Outside of work, Sam is a member of the board of overseers for Beth Israel Deaconess Medical Center; a trustee at St. Johnsbury Academy; a representative to the board of trustees and member of the Alumni Advisory Council at the University of Vermont as well as a board member for several private equity investments.

Abigail Psyhogeos, Senior Portfolio Manager, Principal
Abby helped to found Bainco in 1987. In addition to her portfolio management responsibilities, Abby is responsible for the supervision and direction of the portfolio managers and their assistants, client accounting and other client service functions. Abby earned a Bachelor's degree in Economics from Bowdoin College. She holds a NASD Series 7 license to practice stock and bond brokerage; a Series 63 license for investment advisement; a Series 24 license for supervising security transactions; and a Series 53 license for Municipal Securities Supervision. Abby is on the board of directors of Kodiak Group and also serves as a member of the Bowdoin Alumni Council.

Robert Katz, CFP, Principal
Robert, a Certified Financial Planner, is responsible for Bainco's financial consulting services, working closely with clients and their advisors in identifying overall family financial objectives. He joined the firm in 1993 from Pell, Rudman, where he had been vice president of financial planning. Robert is a member of the International Association of Financial Planners. He holds a NASD Series 7 license for stock, bond, and options brokerage and a Series 28 license for financial services, operations, and record keeping relating to securities transactions. Robert earned a Bachelor of Science in Investments and Finance, with an emphasis in Accounting from Babson College. He has been a Marlboro City Councilor since 1998 and is the founding member of the Marlboro 2010 Initiative.

Mark O'Keefe, CFO, Principal
Mark is responsible for the financial management and operational activities of the firm. Prior to joining Bainco in 1999, he worked seven years in the asset management division of Cabot, Cabot & Forbes in both portfolio accounting and commercial property management. During the next five years, he was the controller and director of operations of a food service business. He holds a NASD Series 28 license as principal of financial services, operations, and record keeping relating to securities transactions. Mark earned a Bachelor of Science degree in Accounting and an Associates degree in Business Management from Bentley College.

Tom LaHaise, Senior Managing Director of Research
Tom assumes responsibility for the selection and management of equity investments made in client portfolios. He began working at Bainco in 1994 and worked in a trading capacity, was a Portfolio Manager and was part of the Research Committee. In 2002, Tom left Bainco for graduate school and then worked at Exito Trading, a local hedge fund. He returned to Bainco in 2004 and then helped to restructure Bainco's trading operations and technology platforms. Tom earned a Bachelor's degree in Economics from Wake Forest University and an M.B.A. in Entrepreneurship from Babson College. He holds NASD Series 7, 63 and 55 licenses.

Isabel Rosen Scharmer, CFA, Portfolio Manager
Isabel works as a Portfolio Manager and sits on the Board of Directors of SmartPak, LLC and American Clay Enterprises, two companies in which Bainco clients have private equity investments. She joined Bainco in 1996 after working in Private Client Services at Bear Stearns. Later, Isabel left Bainco to obtain her business degree and worked as a private equity consultant for Investor Group Services, a subsidiary of Ernst & Young, before returning to Bainco in 2001. Isabel earned a Bachelor's degree in International Relations and English from Tufts University, an M.B.A from the Tuck School at Dartmouth College, and holds the Chartered Financial Analyst (CFA) designation. She holds NASD Series 4, 7, 63 and 65 licenses. Outside of work, Isabel serves as Vice Chair of Tuck Annual Giving.

Todd Speed, CFA, Portfolio Manager
Todd is a Portfolio Manager and Research Analyst. He worked in the Investment Banking division of Deutsche Bank Alex. Brown, Inc. before joining Bainco. After attending graduate school, he worked as an Equity Research Analyst at the Center for Financial Research & Analysis before returning to Bainco in 2004. Todd earned a Bachelor's degree in Economics and Political Science from Duke University, an M.B.A. from the Fuqua School of Business at Duke University and holds the Chartered Financial Analyst (CFA) designation. He holds NASD Series 7 and 63 licenses to practice stock and bond brokerage.

Jessica Foley, Senior Staff Advisor
Jessica works on New Business Development and is responsible for the training and development of the Portfolio Manager Associates. She began working at Bainco in 1997 and spent several years as an Associate to the Portfolio Management group. Prior to Bainco, Jessica managed a high-end restaurant in the greater Boston area. She earned a Bachelor's degree in European Studies from the University of Vermont and sits on the Boston Regional Board Alumni Council. She holds NASD Series 7 and 63 licenses.

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