Samuel E. Bain, Jr.
Founder, Chief Executive Officer, and Managing Member
Sam founded Bainco International Investors in 1987 and leads the direction of the firm’s investments and strategy. Sam is a trusted advisor to Bainco’s client relationships, and serves on the board of various early-stage venture companies.
Prior to founding Bainco, Sam was a Senior Vice President at Donaldson, Lufkin & Jenrette, serving high net-worth individuals and institutions, and spent several years as a Chairman’s Club wealth Advisor at Merrill Lynch. He is a member of the Board of Overseers for Beth Israel Deaconess Medical Center; a Trustee of St. Johnsbury Academy; a Trustee of the University of Vermont; an Advisory Board Member for The Bonnie J. Addario Lung Cancer Foundation and a Board Member of The Addario Lung Cancer Medical Institute.
Sam earned a BS 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 FINRA Series 4, 7, 24 and 63 licenses, as well as a Massachusetts real estate brokerage license.
Managing Director, President, Portfolio Strategist
Abby began working at Bainco in the fall of 1987, and currently serves as President of the firm and Managing Director of the Portfolio Strategies Group. Abby works in the development and implementation of the strategic framework of the firm to include supervision and direction of client portfolios. She continues to be a trusted advisor to many Bainco clients and has been instrumental in the organization, development, and growth of the firm.
Abby was responsible for the opening and management of a West Coast office. She is a Trustee of Bowdoin College, and serves as Treasurer of the MTH Foundation, a non-profit organization.
Abby earned a BA in Economics from Bowdoin College and holds FINRA Series 7, 24, 53, 63 and 65 licenses.
Robert Katz, CFP®
Managing Director, Wealth Strategies
As the Director of Wealth Strategies, Robert consults with clients and their professional advisors to identify unique and customized strategies which are fully integrated with our clients’ investment objectives. Robert and his team facilitate discussions around estate, income tax, concentrated stock strategies and charitable gift planning. He also consults on cash-flow, debt consolidation, insurance and risk management as well as education and retirement planning.
Robert joined the firm in 1993 from Pell, Rudman, where he was Vice President of Financial Planning. Robert is a member of the Financial Planning Association as well as the Boston Estate Planning Council. He is also on the Finance Committee of the Board of Directors of Jewish Family & Children’s Service (JFCS). Robert is a former City Councilor for the City of Marlboro, and is a founding member of the Marlboro 2010 Initiative. He is also certified as an Agent Advisor for professional athletes through Sports Management Worldwide.
Robert earned a BS degree in Investments and Finance, with an emphasis in Accounting, from Babson College, and his Certified Financial Planner™ certification through Bentley College. He holds FINRA Series 7, 28 and 63 licenses.
Managing Director, Chief Financial Officer
Mark joined Bainco in 1999 and is responsible for the financial management and operational activities of the firm. He oversees financial reporting, tax preparation, human resources, technology, marketing and third-party and compliance audits. He also participates in the development of the firm’s overall strategic planning.
Mark worked seven years in the asset management division of Cabot, Cabot & Forbes, in both portfolio accounting and commercial property management. He also spent several years as the controller and director of operations of The Corporate Kitchen, a retail food service business. Mark is on the Board of Advisors of Allvesta, LLC and is also a member of the Exit Planning Exchange, the Bentley Executive Club, and the CFO Round Table. He is also involved in several local not-for-profit organizations.
Mark earned a BS degree in Accounting as well as an Associates degree in Business Management from Bentley University. He holds a FINRA Series 28 license.
Isabel Scharmer, CFA
Managing Director, Strategic Planning and Marketing
Working closely with her colleagues and clients’ external advisors, Isabel delivers individualized investment and wealth management strategies to Bainco’s high net worth clients. Isabel serves as a lead portfolio strategist managing client teams to meet each family’s unique objectives related to investment goals, risk tolerance, asset allocation and wealth strategies. Isabel manages the client advisor group, serves as a private equity advisor and coordinates strategic planning and marketing for Bainco.
Isabel joined Bainco in 1996 after working in Private Client Services at Bear Stearns. In 1998, Isabel left Bainco for graduate school, and before returning, worked as a private equity consultant for Investor Group Services, an affiliate of The Parthenon Group at the time. She serves as the Head of Annual Giving for the Tuck Class of 2000 and has served a term as Vice Chair of the Tuck Annual Giving Executive Committee. She is a member of the Dartmouth Entrepreneurial Network, the Women’s Association of Venture and Equity, the CFA Institute and the Boston Security Analysts Society. Isabel previously served as a director of SmartPak Equine. She currently serves as Chairman of the Board of Directors of American Clay Enterprises.
Isabel earned a BA from Tufts University in International Relations and English, and an MBA from the Tuck School at Dartmouth College. She holds the Chartered Financial Analyst® designation and FINRA Series 4, 7, 63 and 65 licenses.
Chief Investment Officer – Equity, Portfolio Strategist
Susan oversees research, risk management and portfolio construction for all of Bainco’s equity products. Additionally, she works closely with Bainco clients and their advisors on overall financial and portfolio strategy. Susan brings deep investment management experience, including international investing, portfolio risk analysis and asset allocation modeling to her work. She designed and currently oversees Bainco’s proprietary international ETF program as well as the Efficient Asset Allocation Program (EAAP).
Susan began her career in finance in 1987 at Scudder, Stevens and Clark where she managed institutional and individual assets. Over time, she became Senior Partner and subsequently served as a Managing Director with Zurich Scudder Investments. Her responsibilities included management of a multi-billion dollar portfolio of assets specializing in international emerging markets. In addition to her daily portfolio management role, portfolio risk management and investment process analysis were among her particular areas of expertise. Susan has been recognized as a “Five Star Wealth Manager” in Investments by Boston Magazine based on firm and peer nominations. She is actively involved in the Weston community and serves on the Board of Directors and Finance committee of several local non-profit organizations.
Susan earned a BA from Colby College and is currently working on her MS in Administrative Studies at Boston College. She holds FINRA Series 7 and 66 licenses.
Barry Hilliard, CFA
Barry joined Bainco in May of 2012 to work within the Portfolio Strategist group on asset allocation analysis and management of client portfolios.
Prior to joining Bainco, Barry was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management, managing portfolios for high net worth individuals and institutions. Previously, Barry was an equity analyst at Atlantic Trust, Middleton & Company, and Rockland Trust Investment Management Group. He also worked as a Project Engineer for Dresser Industries for 5 years, where he led teams that designed control valves and instrumentation used in oil, gas, power, and chemical applications.
Barry earned a BS in Mechanical Engineering with distinction from Worcester Polytechnic Institute, and an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute and the Boston Security Analysts Society.
Wealth Strategies Advisor, Compliance Manager
Jessica has been with Bainco since 1997 and works within the Wealth Strategies group to facilitate discussions around estate, tax and gift planning as well as analysis around education, retirement, insurance, cash flow and debt consolidation. As the firm’s Compliance Manager, she designs and implements suitable policies and procedures based on continuous reviews of the firm’s business practices. Jessica also assists with development and implementation of Bainco’s new business development, marketing and communications.
Prior to Bainco, Jessica worked in restaurant management for several years. She also worked for and volunteered at the International Institute of New England (formerly the International Institute of Boston), a 501(c) 3 non-profit organization. While there, she worked within the department of victim services, assisted with food pantry distributions, and helped with citizenship tutoring of refugees. She served as both a Boston Regional Board member and an Alumni Admissions Representative to the University of Vermont from 1999-2001.
Jessica earned a BA in European Studies from the University of Vermont and holds FINRA Series 7 and 63 licenses.
Justin DuMouchelle, CFA
Director, Equity Research, Private Investment Advisor
Justin is a member of the equity research team and focuses on the selection and management of public equity investments for client portfolios. As Director he oversees the due diligence process and fundamental research on each holding and works with the CIO on overall portfolio construction. He is also the lead analyst on a private investment in Tego Inc., a local high-tech company focused on developing RFID tag technology.
Justin joined Bainco in 2005 and since that time has held a number of positions within the firm to include Client Advisor and Equity and Fixed Income Trader. In addition to his responsibilities at Bainco, he is involved in his family business, DuMouchelle Art Galleries, as an auctioneer and appraiser of fine art, jewelry, and antiques. He is also a Museum Council Fellow at the Museum of Fine Arts, Boston. Prior to Bainco, Justin worked with Tourneau and Shreve, Crump & Low, retailers of luxury watches and fine jewelry.
Justin earned a BS in Chemistry and Economics at Boston College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute and the Boston Security Analysts Society. Justin holds FINRA Series 7 and 63 licenses.
Fundamental Analyst, Head Trader
Matthew is member of the equity research team and helps with the selection and management of the public equity investments for client portfolios. As an analyst, he conducts due diligence and fundamental research on current and potential equity holdings with a specialization in certain sectors of the market. In addition, Matthew manages the relationships with several brokerage firms relative to equity and fixed income trading.
Prior to joining Bainco in 2005, Matthew served as a Portfolio Accountant at State Street Corporation where he was responsible for executing daily wires and transfers as well as paying expenses for large institutional clients. Matthew also audited cash portfolios and was responsible for selection of money market funds for investments made on a daily basis.
Matthew earned a BS in Business Administration from Northeastern University and holds FINRA Series 7 and 63 licenses.
Client Advisor, Investment Analyst - EAAP
In conjunction with the Portfolio and Wealth Strategists, Jack’s primary role is to deliver a distinctive client experience that is aimed at providing customized client support. He is responsible for portfolio accounting, client service and administration. Jack also works with the investment team on the research and management of Bainco’s Efficient Asset Allocation Program (EAAP). He also assists with new business development.
Jack joined Bainco in 2005 after graduating from Bowdoin College with a BA in American History. While at Bowdoin he interned at UBS Wealth Management, providing support in portfolio research and management. He holds FINRA Series 7, 63 and 65 licenses.
Client Advisor, Operations Manager
In conjunction with the Portfolio and Wealth Strategists, Katie’s primary role is to deliver a distinctive client experience that is aimed at providing customized client support. She is responsible for portfolio accounting, client service and administration and takes an active role in client-related wealth strategies planning and initiatives. Katie is also the Operations Manager and oversees the relationship between client accounts and their custodian.
Prior to joining Bainco in 2008, Katie worked at Mercer HR Services as a Senior Participant Services Specialist. She helped participants with retirement plan inquiries and service issues as well as initiated requested transactions within 401(k) plans to include enrollment, mutual fund trading, loans and withdrawals.
Katie received a BA in Political Science from the University of Massachusetts in Boston and is a candidate for CFP® certification. She holds FINRA Series 7 and 63 licenses.
Client Advisor, Investment Analyst - International
In conjunction with the Portfolio and Wealth Strategists, Jessica’s primary role is to deliver a distinctive client experience that is aimed at providing customized client support. She is responsible for portfolio accounting, client service and administration and also works in the management of client portfolios in Bainco’s proprietary international model.
Prior to joining Bainco in 2008, Jessica worked at Mercer HR Services as a Senior Participant Services Specialist. She helped participants with retirement plan inquiries and service issues as well as initiated requested transactions within 401(k) plans to include enrollment, mutual fund trading, loans and withdrawals. Jessica is currently serving as a 2011-2012 Babson Board Fellow to the SpeakEasy Stage Company.
Jessica earned a BA in Economics from Boston University, and holds FINRA Series 7 and 63 licenses. She is currently enrolled in the Evening MBA Program at Babson College’s F.W. Olin Graduate School of Business. Her anticipated graduation date is December 2012.
Executive Assistant to the CEO
Seimith joined Bainco in August 2012. As executive assistant to the CEO, Seimith is responsible for the day-to-day administrative and organizational support of the CEO. She is also involved in new business development, marketing presentations and on-boarding of new clients.
Seimith holds a BS in Financial Mathematics from Simmons College.
Executive Assistant to the CFO
Hallie joined Bainco in December of 2011. She provides accounting and administrative support to the CFO, including billing, budgeting and forecasting. Hallie also handles office reception, vendor management, and travel.
Prior to joining Bainco, Hallie worked in the Office of Budget and Financial Planning at Brandeis where she designed and maintained financial reports, implemented a training program for new budget managers, and produced workshops for university staff. Hallie also served on an administrative committee which spearheaded strategic initiatives to increase process efficiency.
Hallie earned a BS in Mathematics from Wesleyan University.