Janet DeFrino

Janet DeFrino was one of the original partners of Eachwin and focused on the consumer sector. She became a Senior Advisor to the firm in February 2016.

Janet has significant investment, operating and start-up experience. Janet co-founded Muse, LLC, a boutique executive search firm, in 2003. From 2000 until 2003, she invested on behalf of the Bass family office based in Greenwich, Conn., with equity coverage responsibilities throughout the consumer sector. From 1991 until 2000, Janet was a Senior Analyst in the equity research department of Morgan Stanley, where her coverage responsibilities spanned multiple consumer sectors. She also co-managed the Morgan Stanley Focus List of Small Capitalization Stocks, a portfolio of the firm’s strongest ideas with market capitalization of less than $1billion. Janet has several years of brand management experience with American Express and other consumer products companies. Her board service includes Shindigz, a leading online party supplier.

Janet graduated from DePauw University’s Management Fellows Program Phi Beta Kappa with a B.A. in economics in 1986 and went on to Northwestern University’s J. L. Kellogg School of Management, earning her Masters of Management in 1988. Janet is active in a variety of community activities and has served on several nonprofit boards. She served as a Trustee of the New Canaan Country School from 2006 through 2012 and as a member of its Investment Committee.

Bernard Wysocki Jr.

Bernie Wysocki brought 40 years of experience in financial journalism, business development and investment research to Eachwin and was responsible for the healthcare sector. He retired at the end of 2016.

Prior to joining Eachwin, Bernie spent five years conducting in-depth research on public companies for institutional investors. As the founder of Potomac Investment Research, he worked directly with senior portfolio managers of investment funds, including Lone Pine Capital and Route One Investment Co., evaluating companies in the U.S. and globally. He specializes in gathering information through one-on-one interviews, to assess the management skills of top executives and to evaluate the strengths and weaknesses of the businesses they run.

Bernie spent 32 years at Dow Jones & Co., from 1975-2007, primarily as a reporter, editor and foreign correspondent for The Wall Street Journal. He held several newsroom management positions in New York, was bureau chief in Tokyo, and was an “Outlook” columnist and economics specialist in Washington. He won three journalism prizes while at the Journal.

From 1991-1995, he worked as a business-development executive at Dow Jones, heading the overseas expansion of Dow Jones News Retrieval (now Factiva) into Europe, the Middle East and Asia.

He is a graduate of Dartmouth College, Hanover, N.H., class of 1971.

Michael Polacek

Michael Polacek was responsible for Eachwin’s investments in the information technology, telecom and media sectors. He joined Knowles Corporation in February 2017.

Mike has over 25 years of technology industry operating experience, including business development and M&A. Michael served as Sr. Vice President at National Semiconductor until the company’s acquisition by Texas Instruments in late 2011. He was responsible for driving the company’s high-growth “incubation” businesses, business development, mergers and acquisitions, and strategic planning. During his nearly 20-year career at National, Michael managed several business units as a VP/General Manager, and held technical and business roles in Tokyo and Silicon Valley. Michael has worked on strategic partnerships worldwide including major engagements in the U.S., Europe, Israel, China, Korea and Japan. Since leaving National, he has worked in various advisory roles focused on technology company investments including serving as an advisor to Kohlberg Kravis Roberts (KKR).

Michael graduated from the University of Illinois in Champaign/Urbana in 1986 with a B.S. in Computer Engineering. He received his M.B.A. from Santa Clara University in Santa Clara, California in 1994. Michael is a member of BENS (Business Executives for National Security) and is a U.S. patent holder. Michael has been deeply involved with his local community including serving on an advisory committee to San Mateo County in California

Douglas Cohen

Doug Cohen, an original Partner, was responsible for portfolio construction and risk management functions at Eachwin, as well as oversight for the industrial, consumer, materials, energy and utilities sectors. He joined Athena Capital Advisors in April 2017.

Prior to joining Eachwin, Doug Cohen was a Managing Director at Morgan Stanley. He led the Strategic Equity Portfolio (STEP) program, which provided the intellectual underpinning and stock selection for a group of portfolios with over $12 billion in assets targeted to high net worth investors and family offices.
Doug joined Morgan Stanley & Co. in 1994 as an equity analyst in the global electricity sector and later became a specialist in metals and mining. He led the STEP program from 2002 through 2011. Doug served on Morgan Stanley’s Equity Research Stock Selection Committee and its New Products Committee, and was Chairman of the Asset Classification Committee. Prior to joining Morgan Stanley, Doug was a Vice President at Kaiser Associates, a strategy consulting firm. He serves on the Board of the Jewish Opportunities Institute.

Doug graduated with distinction from the University of Virginia with concentrations in Finance and Management in 1989 and from Harvard Business School with an M.B.A. in 1993.

Mayree Clark

Mayree Clark is an experienced independent director who works with both public and private companies.

She began her career with Morgan Stanley in Investment Banking (M&A, capital markets, and real estate).  She was a deputy to the CEO and Management Committee for two years.  She ran Equity Research and built it into a global leader in the field.  Later she joined the Individual Investor division to lead its high-net-worth business and international activities. She was a member of the Institutional Securities Group Management Committee, the Investment Banking and Equity Division Operating Committees, and the Equity Commitments Committee.  She also served as Chair of MSCI, then a joint venture between Morgan Stanley and the Capital Group.

After more than 20 years at Morgan Stanley Mayree joined the buyside to work with AEA/Aetos (private equity, real estate, hedge funds), and then founded Eachwin Capital, a public equities manager.

Mayree served as a director of the Stanford Management Company (the University’s endowment) for eight years and was a member of the Executive Committee.

During the financial crisis Mayree was tapped to join the Board of Ally Financial (then GMAC) when it was rescued by the US Treasury.  The company has since been transformed to become the largest digital bank in the US.  Mayree has served on the Audit Committee for twelve years, chaired the Risk Committee for nine years, and remains a member of both.

Mayree also serves as a member of the Supervisory Board of Deutsche Bank AG (the German parent). She was recruited to the board in 2018, during a period of corporate turbulence. She has chaired the Risk Committee and been a member of the Strategy Committee since she joined the Board.  In July 2020 she was named Chair of the Nomination Committee.

In 2017 she joined the board of Taubman, owner of upscale malls in the US, China and Korea.  She chaired its Compensation Committee and was a member of the Nomination and Governance Committee, as well as the Special Committee that dealt with its sale to Simon Properties in late 2020.

She has served as an independent director on the boards of two private equity sponsored companies: Regulatory Data Corp. (sold to Moody’s) and 7Park Data (sold to Apptio).

She is a member of the Council on Foreign Relations and is Chair of the Tricycle Foundation.  She co-founded Stanford Women on Boards in 2009, and currently serves as Co-Chair of its Membership Committee.

Mayree grew up in Oklahoma.  She earned her undergraduate degree from USC and her MBA from Stanford.