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

Isabel Scharmer, CFA

Managing Director, Portfolio Strategist

Mark Kelly, CFA, CFP®

Managing Director, Portfolio Strategist, Business Development

Geoffrey Kuli, CFA

Portfolio Strategist

Justin DuMouchelle, CFA, CFP®

Managing Director, Investments

Jessica Foley

Director of Client Service, Compliance Manager

Mark J. Alaimo, CPA/PFS, CFP®

Wealth Strategist

Matthew Bain

Portfolio Investment & Research Manager

Greg McSweeney, CFA

Portfolio Investment & Research Manager

Alex Bain

Business Development Specialist, Marketing Associate

Emily O’Connor

Client and Portfolio Associate

Kate Horigan O’Malley

Client and Research Associate

Kayla Holland

Client and Portfolio Associate

Nicole DellaPasqua

Client Associate

Whitney Clark

Executive Assistant to the CFO

Jacqualyn Malloy

Executive Assistant to the CEO

Alexa Frongillo

Administrative Assistant/Receptionist