Isabel Scharmer
CFA

Partner, Director of Portfolio Strategy

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

MBA

Tufts University, 1992

BA in International Relations and English

Awards

5 Star Wealth Manager, 2013-2020

Past and Present Board Memberships

Tuck MBA Council

Tuck Annual Giving (Chairman)

American Clay Enterprises, LLC (Chairman)

Memberships

Women's Association of Venture Equity (Steering Committee 2013-2018)

Dartmouth Entrepreneurial Network

CFA Institute

CFA Society of Boston

Investment Advisory Representative