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Sam is a Partner and Market Leader for the Boston office. He has more than forty years of experience assisting individuals and families with asset management, individual investments, and complex estate, tax, and gift planning strategies.
- Cerity Partners Adds Bainco International Investors
This addition expands Cerity Partners’ presence to New...
- Meet Our Team | Cerity Partners
The collective experience and knowledge of more than 900...
- Cerity Partners Adds Bainco International Investors
On December 31, 2020, Bainco combined with Cerity Partners, a leading, national independent wealth management firm. While our name has changed, our relationship with and commitment to our...
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- Cerity Partners
- Boston, Massachusetts, United States
The collective experience and knowledge of more than 900 colleagues in over 35 offices across every wealth management discipline position Cerity Partners to deliver on our commitment to positively impact the financial lives of our clients.
Feb 2, 2021 · This addition expands Cerity Partners’ presence to New England and brings $1.1 billion in assets under management (AUM) to the firm, raising Cerity Partners’ total AUM to over $28 billion. Bainco was founded by Sam Bain in 1987 and was built on the idea that quality financial advice demands a thoughtful approach for all aspects of clients ...
Feb 2, 2021 · Chicago-based Cerity Partners has acquired Bainco International Investors, a Boston-based registered investment advisory firm managing $1.1 billion in assets, according to an announcement on ...
Feb 2, 2021 · Founded by Sam Bain in 1987, the Boston firm brings $1.1 billion AUM and 16 professionals to Cerity Partners. ... Bainco chose to merge with Cerity Partners because of its advocacy for clients ...
Sam Bain has 4 current jobs including Partner & Market Leader at Cerity Partners, Trustee at University of Vermont, and CEO & Managing Partner at Bainco International Investors. Additionally, Sam Bain has had 2 past jobs including Founder at Bainco International Investors.
