EFTA02555377
EFTA02555378 DataSet-11
EFTA02555384

EFTA02555378.pdf

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From: Noam Chomsky < Sent: Saturday, December 23, 2017 6:19 PM To: Isabel Scharmer; jeffrey E. Cc: Richard Kahn; Valeria Chomsky; Kathleen O'Malley; Sam Bain; Robert Katz Subject: Re: Chomsky / Bainco Yes, I want you to give him all the information he require= On Fri, Dec =2, 2017 at 6:12 PM, Isabel Scharmer < > wrote: Hi Noam and Valeria, Richard just called and asked me to p=ovide him with some information related to your investment performance, pr=vate 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 <https://maps.google.com/?q==99+Boylston+Street&entry=gmail&source=g> I 10th=Floor I Boston, MA 02116 www.bainco.com <http://www.bainco.com/> I <mailto > =span style="font- size:11.0pt;font-family:"Calibri",sans-serif;=olor:e1f497d"> From: Isabel Scharmer EFTA_R1_01713373 EFTA02555378 Sent: Friday, December 22, 2017 2:54 PM To: 'Richard Kahn' < <mailto >> Cc: 'Noam Chomsky' < <mailto target=»; Valeria Chomsky >; Kathleen O'Malley < <mailto > >: Sam Bain < ;=Robert Katz < <mailto Subject: RE: Chomsky / Bainco 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 <https://maps.google.com/?q==99+Boylston+Street&entry=gmail&source=g> I 10th=Floor I Boston, MA 02116 www.bainco.com <http://www.bainco.com/> I <mailto =span style="font-size:11.0pt;font-family:"Calibri",sans-serif;=olor:#0563c1;text-decoration:none"> chttps://www.bainco.com/bainco-named-2017-=inancial-times-30O-top-registered-investment-advisers/> =/a> From: Richard Kahn [mailto Sent: Monday, December 11, 2017 11:04 AM To: Isabel Scharmer < <mailto >> Subject: Re: Chomsky / Bainco 2 EFTA_R1_01713374 EFTA02555379 i will call thursday Richard Kahn HBRK Associates Inc. 575 Lexington chttps://maps.google.com/?q=575+Lexington%C2%A0Avenue+4th+Floor=%0D+New+York,+NY%C2%.4010022&entry=g mail&source=g> Avenue 4th Floor <https://maps.google.com/?q=575+Le=ington%C2%A0Avenue+4th+Floor+%0D+New+York,+NY'YoC2%A010022&entry=g mail=amp;source=g> New York, NY 10022 <https://maps.google.com/?q=575+Lexington%C2%=0Avenue+4th+Floor+%0D+New+York,+NY%CricA010022&entry=g mai On Dec 11, 2017, at 9:20 AM, Isabel Scharmer < » wrote: Hi Richard, Please call me at > at your convenience.=/u> Thank you, Isabel Isabel Scharmer, CFA Managing Director Portfolio Strategist 3 EFTA_R1_01713375 EFTA02555380 699=Boylston Street <https://maps.google.com/?q==99+Boylston+Street&entry=gmail&source=8> I =/span>10th =Ioor I =/span>Boston, MA 02116 www.bainco.com <http://www.bainco.com/> .=A0I <mailto =span style="font-size:11.0ptfont-family:"Calibri",sans-serif;=olor:#0563c1;text- decoration:none"><image001.png> <https://www.bainco.com/bainco-named-2017-=inancial-times-300-top-registered- investment-advisers/> <=> From: Noam Chomsky Imailto <mailto > J =br> Sent: Saturday, December 9, 2017 5:01 PM To: Isabel Scharmer < »; Valeria Chomsky <mailto > &=t;; Kathleen O'Malley <mailto »; Richard Kahn <=a href="mailto Subject: Re: Chomsky / Bainco Could ou lease contact our financial adviser, Rich=rd Kahn, about how to proceed with this. Thanks Noam On Fri, Dec 8, 2017 at 10:01 AM, Isabel Scharmer <= <mailto > wrote: 4 EFTA_R1_01713376 EFTA02555381 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. * =A0 * =A * =A0 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 5 EFTA_R1_01713377 EFTA02555382 699 Boylston Street <https://maps.google.com/?q=699+Boylston+S=reet&entry=gmail&source=g> I 10th Floor I Boston, MA 02116 www.bainco.com <http://www.bainco.com/> 4>=AO I /=pan> <mailto =span style="color:#0563c1;text-decoration:none"><image001.png> <https://www.bainco.com/bainco-named-2017-=inancial-times-300-top-registered-investment-advisers/> This communication is for informational purposes only. It is not intended a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, 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 =eflect the opinions of Bainco International Investors, LLC, its subsidiari=s and affiliates. The email may contain confidential or proprietary information. If you are not the intend=d 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 a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, 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 =eflect the opinions of Bainco International Investors, LLC, its subsidiari=s and affiliates. The email may contain confidential or proprietary information. If you are not the intend=d 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 a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness or =ccuracy and are subject to change without notice. The comments or statemen=s made herein do not necessarily reflect the opinions of Bainco Internatio=al Investors, LLC, its subsidiaries and affiliates. The email may contain =onfidential or proprietary information. If you are not the intended recipi=nt of this email, please immediately reply to the sender and make the send=r aware of the mistake and then delete the email. 6 EFTA_R1_01713378 EFTA02555383
ℹ️ Document Details
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82fb42a5f9e54e2984ea2c93eb49a4d5f5f7c1ec4644968086955701f20af6ea
Bates Number
EFTA02555378
Dataset
DataSet-11
Document Type
document
Pages
6

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