Re: Chomsky / Bainco
Dear Noam,
We hope you and Valeria are well. As we approa=h the end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time.
Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ould appreciate further clarification by the end of the year so we can continue to provide our best advice regar=ing your assets and our best judgment to maximize benefits to you and your=family.
Please let us know at your earliest convenience if o=r understanding is incorrect on any of these accounts or if we should anti=ipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
Could you please contact our financial adviser, Rich=rd Kahn, about how to proceed with this.
Thanks
Noam
Hi Richard,
Please call me at > at your convenience.=/u>
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699=Boylston Street | 10th=Floor | Boston, MA 02116
i will call thursday
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
Hi Richard,
Just a reminder that I’d like=to speak with you. I’m available this afternoon or next week=
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699=Boylston Street | 10th=Floor | Boston, MA 02116
Yes, I want you to give him all the information he require=
