Investment Team
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Rege S. Eisaman, CFA | Chief Executive Officer & Chief Investment Officer
28 Years Investment Experience
Rege directs the firm’s overall investment strategies including portfolio management, research, security selection and investment planning. Prior to forming InterOcean Capital in 2005, Rege served as a Senior Vice President at Morgan Stanley, a Vice President of the Montgomery Private Client Services Group at Banc of America Securities, Senior Vice President of Finance for Horizon Group Properties, Inc. and Vice President of the Capital Markets Group at Bank of America. Rege earned a Bachelor of Science in Finance from Eastern Illinois University, Summa Cum Laude, and an MBA from Northern Illinois University. He is a CFA charterholder and member of the CFA Society of Chicago.
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Jeffrey S. Camp, CFA | Chief Financial Officer & Senior Portfolio Manager
23 Years Investment Experience
Jeff is responsible for portfolio management, research and security selection, asset allocation strategy and managing the firm’s financial operations. Prior to forming InterOcean Capital in 2005, Jeff was a Financial Advisor at Morgan Stanley, Financial Analyst for the Montgomery Private Client Services Group at Banc of America Securities, Financial Advisor/Derivatives Specialist in Bank of America’s Private Bank and Vice President of Finance for Horizon Group Properties, Inc. Jeff earned a Bachelor of Science in Finance from Eastern Illinois University and an MBA from the University of Illinois at Chicago. He is a CFA charterholder and member of the CFA Society of Chicago.
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Mark E. Carr | President
33 Years Investment Experience
Mark’s responsibilities center on business development and directing the Schwab Advisor Network division at InterOcean Capital. Prior to forming InterOcean Capital in 2005, Mark was a Senior Vice President at Morgan Stanley, a Vice President of Montgomery Private Client Services group at Banc of America Securities and a Senior Vice President at CIBC Oppenheimer. Mark earned a Bachelor of Science in Business Administration from Xavier University.
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Jason L. Buck, CFP® | Senior Vice President
21 Years Investment Experience
Jason’s responsibilities center on business development for the Schwab Advisor Network division at InterOcean Capital. Prior to joining InterOcean Capital, Jason held a number of leadership roles with Charles Schwab including Vice President/Branch Manager for the Charles Schwab office in Northbrook, Illinois. Jason earned a Bachelor of Science and MBA in Finance from Ball State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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Robin J. Patinkin, CFA, CFP® | Managing Director
26 Years Investment Experience
Robin is responsible for client relationship management, financial planning, asset allocation and investment strategy. Prior to joining InterOcean Capital, Robin was a Managing Director for Cedar Hill Associates, LLC, a Registered Investment Advisor. Robin earned a Bachelor of Science in Business Administration from the University of Illinois Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University. Robin is a CFA charterholder, member of the CFA Society of Chicago and a CERTIFIED FINANCIAL PLANNER™ professional.
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Mike Dixon, CFP® | Senior Vice President
23 Years Investment Experience
Mike’s responsibilities center on business development for the Schwab Advisor Network Division at InterOcean Capital. Prior to joining InterOcean Capital, Mike held a number of leadership roles with Charles Schwab including Vice President/Location Leader for the Client Service and Support Organization in Indianapolis. Mike earned a Bachelor of Science in Biology from Indiana University. He is a graduate of the Securities Industry Institute through The Wharton School of the University of Pennsylvania. Mike is a CERTIFIED FINANCIAL PLANNER™ professional.
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David J. Janczewski, CFA, CFP® | Portfolio Manager
14 Years Investment Experience
David oversees client portfolio reporting and financial planning activities. Prior to joining InterOcean Capital, David earned a Bachelor of Science in Finance from Northern Illinois University. David is a CFA charterholder, member of the CFA Society of Chicago and a CERTIFIED FINANCIAL PLANNER™ professional.
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Erik N. Larson, CFA, CPA | Portfolio Manager
11 Years Investment Experience
Erik serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. He focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Erik was a Financial Analyst for Guggenheim Partners and a Senior Associate at PricewaterhouseCoopers. Erik earned a Bachelor of Arts in Economics from the University of Michigan and Master of Accounting from the Stephen M. Ross School of Business at the University of Michigan. He is a CFA charterholder, member of the CFA Society of Chicago and a Certified Public Accountant.
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Nick D. Rounds, CFA | Portfolio Manager
6 Years Investment Experience
Nick serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. He focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Nick earned a Bachelor of Science in Finance from Northern Illinois University. Nick is a CFA charterholder and member of the CFA Society of Chicago.
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Bhavna Khurana, CFA | Portfolio Manager
14 Years Investment Experience
Bhavna serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. She focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Bhavna was the Global Head of Client Solutions for the financial services practice at The Smart Cube. She also worked as a Business Analyst for PKC Advisory and Goldman Sachs. Bhavna earned a Bachelor of Commerce from Delhi University in India. She is a CFA charterholder, member of the CFA Society of Chicago and a Chartered Accountant (India).
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Mark H. Bergsohn, CFA | Portfolio Manager
5 Years Investment Experience
Mark serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. He focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Mark earned a Bachelor of Science in Finance from Northern Illinois University. Mark is a CFA charterholder and member of the CFA Society of Chicago.
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Troy G. Heurlin | Analyst
4 Years Investment Experience
Troy assists Portfolio Managers in all aspects of the research and investment process. Prior to joining InterOcean Capital, Troy earned a Bachelor of Science in Economics from Northern Illinois University. Troy has completed Level II of the CFA Program.
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James R. Hammack, ChFC® | Portfolio Specialist
5 Years Investment Experience
James assists Portfolio Managers with investment planning and performance reporting analytics. Prior to joining InterOcean Capital, James was a Financial Planning Associate at NFP. James earned a Bachelor of Science in Information Technology from Florida State University. He is a Chartered Financial Consultant®.
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John N. McCormick | Financial Analyst
4 Years Investment Experience
Jack assists Portfolio Managers with investment planning and performance reporting analytics. Prior to joining InterOcean Capital, Jack earned a Bachelor of Arts in Economics from Colorado College.
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Michael J. Holevas | Financial Analyst
4 Years Investment Experience
Michael assists Portfolio Managers with investment planning and performance reporting analytics. Prior to joining InterOcean Capital, Michael was a Senior Financial Planning Consultant at Allstate Investments. Michael earned a Bachelor of Science in Finance from Valparaiso University. He has completed Level II of the CFA Program.
Service & Compliance Team
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Forrest P. Sumlar, JD | Chief Compliance Officer
6 Years Industry Experience
Forrest serves as in-house counsel overseeing InterOcean Capital’s compliance and legal functions. Prior to joining InterOcean Capital, Forrest was a Law Clerk for a judge in the Cook County Chancery Division, a Law Clerk in the Public Defender’s Office and worked in accounting for two organizations. Forrest earned a Bachelor of Science in Accounting from the University of Illinois, Urbana-Champaign and Juris Doctor from DePaul University College of Law. He is a licensed attorney and member of the Illinois Bar.
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O. Needom Mitchell III, JD | Chief Administration Officer
4 Years Industry Experience
Needom manages administration for InterOcean Capital. Prior to joining InterOcean Capital, Needom was employed by the U.S Department of Defense as a Contract Specialist. Earlier work incudes clerking for two Cincinnati law firms, the Social Security Administration and Ohio Attorney General’s Office. Needom earned a Bachelor of Arts in Political Science with a minor in Economics from Xavier University and Juris Doctor from the University of Cincinnati College of Law. He is a licensed attorney and member of the Illinois Bar.