Samuel E. Bain, Jr.
Founder, Chief Executive Officer, and Managing Partner
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 several of Bainco’s private equity investment partnerships.
EXPERIENCE
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 (ALCMI).
EDUCATION
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 7, 63, 4 and 24 licenses, as well as a Massachusetts real estate brokerage license.
Abigail Psyhogeos
Partner, Managing Director, Portfolio Management
Abby began working at Bainco in the fall of 1987, and has since served as Senior Portfolio Manager and trusted advisor to many of Bainco’s largest clients. In the
course of her career, Abby has been instrumental in the organization, development, and growth of the firm, including the opening and management of a West Coast office.
In her role as Senior Portfolio Manager, she is responsible for the supervision and direction of the portfolio management group, and has served on the Boards of
several of Bainco’s private equity investment partnerships.
EXPERIENCE
In addition to Abby’s many years at Bainco, she is a Trustee of Bowdoin College, and serves as Treasurer of the MTH Foundation, a non-profit organization.
EDUCATION
Abby earned a BA in Economics from Bowdoin College and holds FINRA Series 7, 63, 24, 53, and 65 licenses.
Robert Katz, CFP®
Partner, Managing Director, Wealth Planning
As the Director of Financial Consulting and Planning, Robert leads Bainco’s wealth consulting services, working closely with clients and their advisors to identify,
strategize about, and ultimately meet each client’s unique wealth objectives.
EXPERIENCE
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, has been a Marlboro City Councilor since 1998, and is a founding member of the Marlboro 2010 Initiative.
EDUCATION
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, 22, 6 and 63 licenses.
Mark O’Keefe
Partner, Chief Financial Officer
Mark joined Bainco in 1999 and is responsible for the financial management and operational activities of the firm. He directs the human resource function, tax preparation,
financial reporting, third-party and compliance audits, and private equity. Currently, Mark is a member of the Exit Planning Exchange, the Bentley Executive Club,
and the CFO Round Table. He is also a member of the Development Team for future growth planning at his church.
EXPERIENCE
Prior to joining Bainco, Mark worked seven years in the asset management division of Cabot, Cabot & Forbes, in both portfolio accounting and commercial property
management. He then spent five years as the controller and director of operations of a food service business.
EDUCATION
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
Vice President, Portfolio Manager
Isabel shares her expertise, working closely with Bainco clients and their advisors, and represents Bainco on the Board of Directors of American Clay Enterprises,
one of the firm’s private equity investment partners.
EXPERIENCE
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, a subsidiary of Ernst & Young. She serves on the Tuck Annual Giving
Executive Committee and as Head of Annual Giving for the Tuck Class of 2000. Isabel previously served as a director of SmartPak Equine, a private investment
that Bainco successfully sold on behalf of clients.
EDUCATION
Isabel earned a BA from Tufts University, 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.
Tom LaHaise
Chief Investment Officer
Tom manages Bainco’s investment research group, with ultimate responsibility for the selection and management of equity investments for client portfolios.
EXPERIENCE
Tom began working at Bainco in 1994 as a trader and subsequently became a Portfolio Manager and member of the Research Committee. While pursuing his MBA, he
worked at Exito Trading where he managed trades for a hedge fund. In 2002, he completed graduate school and returned to Bainco to restructure its trading operations
and technology platforms. In November of 2004, Tom took over leadership responsibility for research and analysis efforts at Bainco.
EDUCATION
Tom earned a Bachelor’s degree in Economics from Wake Forest University, and an MBA in Entrepreneurship from Babson College. He holds FINRA Series 7, 63
and 65 licenses as well as a Series 55 license to trade equity and convertible debt securities.
Susan Dahl
Portfolio Manager / International Strategist
Susan brings deep investment management experience, including international investing, portfolio risk analysis and asset allocation modeling to her work with
Bainco clients.
EXPERIENCE
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 is actively involved in the Weston community and serves on the Board of Directors and Finance committee
of several local non-profit organizations.
EDUCATION
Susan earned a BA from Colby College and is currently working on her MS in Administrative Studies at Boston College.
Jessica Foley
Senior Client Relationship Manager
Jessica began working at Bainco in 1997 and is a senior associate to the Portfolio Management group. She is responsible for oversight of portfolio accounting and
administration, as well as the training and development of the Portfolio Manager Associates. Jessica works with the group on fixed income, cash management as well as high-level client service matters. Jessica
is also involved in account development and facilitates the transition of new assets under management.
EXPERIENCE
Prior to Bainco, Jessica worked in restaurant management and for an area non-profit organization. Jessica is an Alumni Admissions Representative for the University
of Vermont.
EDUCATION
Jessica earned a BA in European Studies from the University of Vermont and holds FINRA Series 7 and 63 licenses.
Justin DuMouchelle
Fundamental Analyst, Trader
Justin is a member of the firm’s investment research group and assists with the selection and management of both private and public equity investments. In addition,
he is responsible for the trading and settlement of fixed income transactions.
EDUCATION
Justin earned a BS in Chemistry and Economics at Boston College, and is currently working towards his Chartered Financial Analyst (CFA) designation. Justin holds
FINRA Series 7 and 63 licenses.
Matthew Bain
Fundamental Analyst, Trader
Matthew is a member of the firm's investment research group and assists with the selection and management of both private and public equity investments. In addition,
he is responsible for the trading and settlement of fixed income transactions.
EXPERIENCE
Prior to Bainco, Matthew served as a Portfolio Accountant at State Street Corporation.
EDUCATION
Matthew earned a BS in Business Administration from Northeastern University and holds FINRA Series 7 and 63 licenses.
Jack Piper
Portfolio Manager Associate
As a Portfolio Manager Associate, Jack is responsible for portfolio accounting, client service and administration. He also assists with new business development.
EDUCATION
Jack joined Bainco in 2005 after graduating from Bowdoin College with a BA in American History. During school he interned at UBS Wealth Management, providing
support in portfolio research and management. He holds FINRA Series 7 and 63 licenses.
Katie DiStolfo
Portfolio Manager Associate
Katie is responsible for portfolio accounting, client service and administration for several Bainco clients..
EXPERIENCE
Prior to Bainco, Katie worked at Mercer as a Senior Participant Services Specialist, helping participants with service issues and initiating requested transactions
within 401(k) plans. Katie serves as Co-Chair of the Norwood Cultural Council.
EDUCATION
Katie received a BA in Political Science from the University of Massachusetts in Boston, and holds FINRA Series 7 and 63 licenses.
Jessica Glaze
Portfolio Manager Associate
Jessica is responsible for portfolio accounting, client service and administration for several Bainco clients.
EXPERIENCE
Prior to Bainco, Jessica worked at Mercer as a Senior Participant Services Specialist, helping participants with service issues and initiating requested transactions
within 401(k) plans.
EDUCATION
Jessica earned a BA in Economics from Boston University, and holds FINRA Series 7 and 63 licenses.
Elizabeth O’Malley
Managing Partner Executive Associate
Elizabeth provides broad support to the Managing Partner and is also a Portfolio Manager Associate.
EDUCATION
Elizabeth earned a BA in Journalism and Classics from the University of Massachusetts at Amherst and is a Life Member of Tau Beta Sigma, National Honorary Band
Service Sorority. She is a member of the University of Massachusetts Amherst Alumni Association and Tau Beta Sigma Alumni Association, and holds a FINRA Series
7 license.
Carol Stone
Office Administrator
As Office Administrator and Executive Associate to the CFO, Carol is responsible for providing ongoing office support to Bainco.
EXPERIENCE
Prior to joining Bainco, Carol managed the office of a real estate development firm, and for 17 years co-owned and operated a restaurant in the Boston area. She
is formerly a legal secretary.
EDUCATION
Carol earned her Associates degree from Colby-Sawyer College.