Isabel Rosen Scharmer
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Profil
Ms. Isabel R.
Scharmer, CFA MBA, is Partner & Director of Portfolio Strategy at Bainco International Investors LLC.
She joined Bainco in 1996 after working in Private Client Services at Bear Stearns.
In 1998, she left Bainco for graduate school, and before returning, worked as a private equity consultant for Investor Group Services, an affiliate of The Parthenon Group.
She serves as the Head of Annual Giving for the Tuck Class of 2000 and served a term as Vice Chair of the Tuck Annual Giving Executive Committee.
She also serves on the steering committee of the Women’s Association of Venture and Equity and is a member of the Dartmouth Entrepreneurial Network, the CFA Institute and the Boston Security Analysts Society.
She previously served as a director of SmartPak Equine and currently serves as Chairman of the Board of Directors of American Clay Enterprises.
Ms. Scharmer earned a BA from Tufts University in International Relations and English, and an MBA from the Tuck School at Dartmouth College.
She holds the Chartered Financial Analyst designation and FINRA Series 4, 7, 63 and 65 licenses.
Ehemalige bekannte Positionen von Isabel Rosen Scharmer
| Unternehmen | Position | Ende |
|---|---|---|
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Portfolio Manager-Aktien | 01.02.2021 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Investor Group Services LLC
 Investor Group Services LLC Miscellaneous Commercial ServicesCommercial Services Investor Group Services LLC provides strategic consulting services. Its services include company diligence studies, market strategy reviews, and strategic planning process. The company was founded by Mindy Berman in 1998 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
SmartPak Equine LLC
 SmartPak Equine LLC Agricultural Commodities/MillingProcess Industries SmartPak Equine LLC provides horse supplies and equine supplements. Its products include apparel and gear, tack and training equipment, blankets and sheets, healthcare products, barn supplies, insect control items, pharmaceutical products, and other pet-related accessories. The company was founded by Rebecca Minard and Paal C. Gisholt in 1999 and is headquartered in Plymouth, MA. | Corporate Officer/Principal | - |
Ausbildung von Isabel Rosen Scharmer
| Tufts University | Undergraduate Degree |
| Dartmouth College | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
SmartPak Equine LLC
SmartPak Equine LLC Agricultural Commodities/MillingProcess Industries SmartPak Equine LLC provides horse supplies and equine supplements. Its products include apparel and gear, tack and training equipment, blankets and sheets, healthcare products, barn supplies, insect control items, pharmaceutical products, and other pet-related accessories. The company was founded by Rebecca Minard and Paal C. Gisholt in 1999 and is headquartered in Plymouth, MA. | Process Industries |
Investor Group Services LLC
Investor Group Services LLC Miscellaneous Commercial ServicesCommercial Services Investor Group Services LLC provides strategic consulting services. Its services include company diligence studies, market strategy reviews, and strategic planning process. The company was founded by Mindy Berman in 1998 and is headquartered in Boston, MA. | Commercial Services |
