For Isabel, her role at Bainco blends the intellectual stimulation of interpreting financial markets with the personal fulfillment of working with our client families to meet their financial goals. She originally joined the firm in 1996 and her long tenure has included exposure to portfolio administration, investment research and trading, wealth strategies, and marketing. The majority of her focus has been working as a Portfolio Strategist along with a team that includes a Client Advisor and a Wealth Strategist. She works with families to develop an Investment Policy Statement that drives toward a customized asset allocation and investment strategy. In close coordination with her colleagues at Bainco, she manages client assets with a quality growth investment approach with the objective of garnering outperformance over full investment cycles by participating in growth markets and protecting in down markets.
Outside of work, Isabel enjoys travel, spending time with family and friends, entrepreneurship, travel, cooking, entertaining, reading, fitness and skiing. She lives in Wellesley with her family.
Tuck School of Business at Dartmouth, 2000
Tufts University, 1992
BA in International Relations and English
5 Star Wealth Manager, 2013-2020
Past and Present Board Memberships
Tuck MBA Council
Tuck Annual Giving (Chairman)
American Clay Enterprises, LLC (Chairman)
Women's Association of Venture Equity (Steering Committee 2013-2018)
Dartmouth Entrepreneurial Network
CFA Society of Boston