Matt Shafer

Founded by Keith Barish in 2005, the Barish Fund LLC is a private equity fund headquartered in Nyack, New York

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.