Michael Barnes

Senior Associate Wealth Strategy Specialist @Eaton Vance

Boston, MA, US

Responsible for consulting with internal and external partners to craft security-level andportfolio-level solutions for wealthy investors. The group works with financial advisors and thefirm’s sales representatives to help educate and implement strategies such as customizedseparately managed accounts, tax-loss harvesting, concentrated stock solutions, charitablegiving and options overlay.MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLC.All posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA\'s BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

Assumption University

Bachelor of Arts (B.A.), Economics, Finance