Fwd: Chomsky / Bainco
Dear Noam,
We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time.
Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family.
• Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past.
• Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past.
• Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue to bill our annual management fee on a quarterly basis as in the past (1% for Non-Exempt and 1.25% for Exempt Marital Trusts).
Please let us know at your earliest convenience if our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street i 10th Floor I Boston, MA 02116
Main I Direct
EFTA00937944
<image001.png>
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
Could you please contact our financial adviser, Richard Kahn, about how to proceed with this.
Thanks
Noam
EFTA00937943
Hi Richard,
EFTA00937941
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
The image contains contact information for Bainco.
Address: 699 Boylston Street, 10th Floor, Boston, MA 02116
Website: www.bainco.com
Phone Numbers: (redacted) Main, (redacted) Direct
Additional Information: An image file named "image001.png" is referenced.
Isabel,
I see that you have authorization from Noam.
please send:
1 last monthly statements for all chomsky accounts as you called them 2. the detailed list of private partnerships , you had suggested there were only 2. and one was working and the other not. 3. a summary of what you described as highly increased spending that caused you concern.
I d appreciate recevieing these things as soon as possible. Thank you.
Richard Kahn
HBRK Associates Inc.
EFTA00937940
575 Lexington Avenue, 4th Floor
New York, NY 10022
Phone: [REDACTED]
Fax: [REDACTED]
Cell: [REDACTED]
Forwarded message
From: Richard Kahn <I
Date: Tue, Dec 26, 2017 at 11:04 AM
Subject: Re: Chomsky / Bainco
To: Isabel Scharmer
Cc: Noam Chomsky
Isabel,
I see that you have authorization from Noam.
please send:
1 last monthly statements for all chomsky accounts as you called them 2. the detailed list of private partnerships , you had suggested there were only 2. and one was working and the other not. 3. a summary of what you described as highly increased spending that caused you concern.
I d appreciate recevieing these things as soon as possible. Thank you.
Richard Kahn
HBRK Associates Inc.
EFTA00937940
575 Lexington Avenue, 4th Floor
New York, NY 10022
Phone: [REDACTED]
Fax: [REDACTED]
Cell: [REDACTED]
On Dec 22, 2017, at 3:12 PM, Isabel Scharmer wrote:
Hi Noam and Valeria,
Richard just called and asked me to provide him with some information related to your investment performance, private investments and withdrawals. Is it ok to provide him with this information?
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street | 10th Floor | Boston, MA 02116
Main |
www.bainco.com | Direct
- From: Isabel Scharmer
- Sent: Friday, December 22, 2017 2:54 PM
- To: Richard Kahn
- Cc: Noam Chomsky, Valeria Chomsky, Kathleen O'Malley, Sam Bain, Robert Katz
- Subject: RE: Chomsky / Bainco
Hi Richard,
EFTA00937941
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
The image contains contact information for Bainco.
Address: 699 Boylston Street, 10th Floor, Boston, MA 02116
Website: www.bainco.com
Phone Numbers: (redacted) Main, (redacted) Direct
Additional Information: An image file named "image001.png" is referenced.
From: Richard Kahn Imailto: Sent: Monday, December 11, 2017 11:04 AM To: Isabel Scharmer • Subject: Re: Chomsky / Bainco
i will call thursday
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel
fax=
cell
On Dec 11, 2017, at 9:20 AM, Isabel Scharmer > wrote:
EFTA00937942
Hi Richard,
Please call me at
at your convenience.
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
- Address: 699 Boylston Street, 10th Floor, Boston, MA 02116
- Website: www.bainco.com
- Contact information: Main and Direct phone numbers are redacted. An image file named "image001.png" is also present.
From: Noam Chomsky [mailto:
Sent: Saturday, December 9, 2017 5:01 PM
To: Isabel Scharmer >; Valeria Chomsky <
Cc: Sam Bain < >; Kathleen O'Malley < >; Robert Katz <
Richard Kahn <
Subject: Re: Chomsky / Bainco
Could you please contact our financial adviser, Richard Kahn, about how to proceed with this.
Thanks
Noam
EFTA00937943
On Fri, Dec 8, 2017 at 10:01 AM, Isabel Scharmer < > wrote:
Dear Noam,
We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time.
Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family.
• Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past.
• Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past.
• Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue to bill our annual management fee on a quarterly basis as in the past (1% for Non-Exempt and 1.25% for Exempt Marital Trusts).
Please let us know at your earliest convenience if our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street i 10th Floor I Boston, MA 02116
Main I Direct
EFTA00937944
<image001.png>
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
Valeria Chomsky
EFTA00937945
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
Valeria Chomsky
EFTA00937946
I have sent her a note will call her tomrow
On Tue, Dec 26, 2017 at 4:24 PM, Valeria Chomsky < wrote: Have you heard from Isabel/Bainco?
Hope you had a nice holiday.
Thanks. Don't know why it takes so long for information they should have at their fingertips.
Forwarded message
From: jeffrey E. jeevacation@gmail.com
Date: Tue, Dec 26, 2017 at 7:33 PM
Subject: Re: Chomsky / Bainco
To: Valeria Chomsky
I have sent her a note will call her tomrow
On Tue, Dec 26, 2017 at 4:24 PM, Valeria Chomsky < wrote: Have you heard from Isabel/Bainco?
Hope you had a nice holiday.
Forwarded message
From: Noam Chomsky
Date: Tue, Dec 26, 2017 at 1:06 PM
Subject: Fwd: Chomsky / Bainco
To: Valeria Chomsky
Forwarded message
From: Richard Kahn <I
Date: Tue, Dec 26, 2017 at 11:04 AM
Subject: Re: Chomsky / Bainco
To: Isabel Scharmer
Cc: Noam Chomsky
Isabel,
I see that you have authorization from Noam.
please send:
1 last monthly statements for all chomsky accounts as you called them 2. the detailed list of private partnerships , you had suggested there were only 2. and one was working and the other not. 3. a summary of what you described as highly increased spending that caused you concern.
I d appreciate recevieing these things as soon as possible. Thank you.
Richard Kahn
HBRK Associates Inc.
EFTA00937940
575 Lexington Avenue, 4th Floor
New York, NY 10022
Phone: [REDACTED]
Fax: [REDACTED]
Cell: [REDACTED]
On Dec 22, 2017, at 3:12 PM, Isabel Scharmer wrote:
Hi Noam and Valeria,
Richard just called and asked me to provide him with some information related to your investment performance, private investments and withdrawals. Is it ok to provide him with this information?
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street | 10th Floor | Boston, MA 02116
Main |
www.bainco.com | Direct
- From: Isabel Scharmer
- Sent: Friday, December 22, 2017 2:54 PM
- To: Richard Kahn
- Cc: Noam Chomsky, Valeria Chomsky, Kathleen O'Malley, Sam Bain, Robert Katz
- Subject: RE: Chomsky / Bainco
Hi Richard,
EFTA00937941
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
The image contains contact information for Bainco.
Address: 699 Boylston Street, 10th Floor, Boston, MA 02116
Website: www.bainco.com
Phone Numbers: (redacted) Main, (redacted) Direct
Additional Information: An image file named "image001.png" is referenced.
From: Richard Kahn Imailto: Sent: Monday, December 11, 2017 11:04 AM To: Isabel Scharmer • Subject: Re: Chomsky / Bainco
i will call thursday
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel
fax=
cell
On Dec 11, 2017, at 9:20 AM, Isabel Scharmer > wrote:
EFTA00937942
Hi Richard,
Please call me at
at your convenience.
Thank you,
Isabel
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
- Address: 699 Boylston Street, 10th Floor, Boston, MA 02116
- Website: www.bainco.com
- Contact information: Main and Direct phone numbers are redacted. An image file named "image001.png" is also present.
From: Noam Chomsky [mailto:
Sent: Saturday, December 9, 2017 5:01 PM
To: Isabel Scharmer >; Valeria Chomsky <
Cc: Sam Bain < >; Kathleen O'Malley < >; Robert Katz <
Richard Kahn <
Subject: Re: Chomsky / Bainco
Could you please contact our financial adviser, Richard Kahn, about how to proceed with this.
Thanks
Noam
EFTA00937943
On Fri, Dec 8, 2017 at 10:01 AM, Isabel Scharmer < > wrote:
Dear Noam,
We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time.
Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family.
• Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past.
• Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past.
• Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue to bill our annual management fee on a quarterly basis as in the past (1% for Non-Exempt and 1.25% for Exempt Marital Trusts).
Please let us know at your earliest convenience if our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager.
Regards,
Isabel and Sam
Isabel Scharmer, CFA
Managing Director
Portfolio Strategist
699 Boylston Street i 10th Floor I Boston, MA 02116
Main I Direct
EFTA00937944
<image001.png>
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email.
Valeria Chomsky
EFTA00937945
please note
The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE
Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved
Valeria Chomsky
EFTA00937946