CLOs on the Move


 
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Tatte Bakery & Cafe

Tatte Bakery & Café is a fast-casual bakery and café chain founded in 2007 by pastry chef Tzurit Or. Starting from her home kitchen, Or began selling baked goods at Boston farmers markets. Headquartered in Cambridge, Massachusetts, Tatte has grown to 18 locations in Boston and Washington, D.C., focusing on community-centric spaces that create a sense of belonging. The brand is known for its artisanal pastries, cakes, and breads, along with a café menu that features breakfast, brunch, and lunch options inspired by global flavors. Tatte also offers a specialty coffee program, emphasizing quality and consistency. Each café is designed to reflect its neighborhood while maintaining Tatte’s core identity, creating inviting spaces for casual dining, remote work, and social gatherings. Tzurit Or continues to lead the brand, supported by an experienced executive team dedicated to operational excellence and high-quality ingredients.

Accounting 501 LLC

Accounting 501 (formerly Pery Consulting Group, founded by Rafe Pery) includes a team of 25 consultants with a broad range of experience in the non-profit sector from the day-to-day transactional accounting level up to the CFO level. Accounting 501 works exclusively in the non-profit sector and assists organizations that are experiencing rapid growth or operational challenges such as…a financial crisis, staffing transitions, accounting system clean-up, merger/reorganization, the need to establish and/or fine tune systems, policies, and procedures. At Accounting 501, we specialize in assisting organizations with complex private and public funding sources to maximize grants and contracts and to ensure compliance with grant requirements. We understand the importance of cost allocation as well as cost center reporting as key to meeting the goals of the organization.

Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

ePayPolicy

ePayPolicy is the fastest, easiest and most secure way to move money in the insurance industry. Its never been easier to get paid. There are no contracts, no setup fees, and no hidden fees. Best of all, there is no technical work required to get up and running. Sign up takes only 5 minutes at epaypolicy.com and well have you ready to accept payments online within 24 hours.