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 and Portfolio Associate

Kate Horigan O’Malley

Client and Research Associate

Nicole DellaPasqua

Client Associate

Jacqueline Seymour

Client Associate

Whitney Clark

Marketing and Operations Associate

Jacqualyn Malloy

Executive Assistant to the CEO

Alexa Frongillo

Operations Associate