the team you


Samuel E. Bain, Jr.

Founder, Managing Partner, CEO

Robert Katz, CFP®

Partner, Director of Wealth Strategies

Mark O’Keefe

Partner, Chief Financial Officer, COO

Isabel Scharmer, CFA

Partner, Director of Portfolio Strategy

Justin DuMouchelle, CFA, CFP®

Partner, Chief Investment Officer

Jessica Foley

Partner, Director of Client Service

Geoffrey Kuli, CFA

Managing Director, Portfolio Strategist

Michael Syer, CFP®

Wealth Strategies Advisor

Matthew Bain

Portfolio Investment & Research Manager

Greg McSweeney, CFA

Portfolio Investment & Research Manager

Alex Bain

Business Development, Marketing Associate

Emily O’Connor

Client & Portfolio Management Associate

Kate Horigan O’Malley

Client & Research Associate

Nicole DellaPasqua

Client Associate

Jacqueline Seymour

Client Associate

Whitney Clark

Marketing & Operations Associate

Jacqualyn Malloy

Executive Assistant to the CEO

Alexa Frongillo

Operations Associate

Joyani Ghosh

Operations Associate