Profiel
Mr. Shafer comes to The Barish Fund from Bank of America’s Consulting Services Group in Boston, where he was a Product Manager for the group’s $9.6 billon discretionary asset-based solutions.
He was a lead on the team responsible for the launch of Bank of America’s Unified Managed Account product, an evolutionary offering for the company’s investment advisory business.
He also assumed the role of an Investment Specialist, providing advice and consulting to Bank of America on the firm’s investment advisory programs.
Prior to Bank of America, Mr. Shafer worked at Eaton Vance Asset Management Companies on the Managed Accounts team.
He supported the company’s high-net-worth initiatives in a variety of roles from Marketing Associate to Managed Accounts Specialist.
He attended the State University of New York at Buffalo, achieving a Bachelor of Arts in Economics.
Eerdere bekende functies van Matt Shafer
| Bedrijven | Functie | Einde |
|---|---|---|
The Barish Fund LLC
 The Barish Fund LLC Investment ManagersFinance Founded by Keith Barish in 2005, the Barish Fund LLC is a private equity fund headquartered in Nyack, New York | Corporate Officer/Principal | 31-10-2007 |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance 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. | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The Barish Fund LLC
The Barish Fund LLC Investment ManagersFinance Founded by Keith Barish in 2005, the Barish Fund LLC is a private equity fund headquartered in Nyack, New York | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance 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. | Finance |
