the team you


Samuel E. Bain, Jr.

Founder, Managing Member, CEO

Robert Katz, CFP®

Partner, Managing Director, Wealth Strategies

Mark O’Keefe

Partner, Managing Director, CFO, COO

Justin DuMouchelle, CFA, CFP®

Managing Director, Portfolio and Private Equity Strategist

Isabel Scharmer, CFA

Managing Director, Portfolio Strategist

Mark Kelly, CFA, CFP®

Managing Director, Portfolio Strategist, Business Development

Jessica Foley

Director of Client Service, Compliance Manager

Greg McSweeney, CFA

Portfolio Investment & Research Manager

Matthew Bain

Portfolio Investment & Research Manager

Seth Corkin, CFP®, ChFC®

Wealth Strategies Advisor

Alex Bain

Business Development Specialist, Marketing Associate

Emily O’Connor

Client Associate

Kate Horigan O’Malley

Client Associate

Kayla Holland

Client Associate

Whitney Clark

Executive Assistant to the CFO

Jacqualyn Malloy

Executive Assistant to the CEO

Alexa Frongillo

Administrative Assistant/Receptionist