Matthew D. Kutner

Current Employers

Employment History

• 09/2011 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, NC
• 10/2011 → 09/2020
  Bank Of America, N.A.
  Boca Raton, FL
• 09/2020 → Present
  Rbc Capital Markets, Llc
  Boca Raton, FL
• 10/2020 → Present
  City National Bank
  Boca Raton, FL

Previous Registrations

• 2011-09-26 → 2020-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
  Palm Beach Gardens, FL
• 2011-02-18 → 2011-09-26
  Morgan Stanley
  Palm Beach Gardens, FL

Other Businesses

1) I*48038 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TEMPLE JUDEA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PALM BEACH GARDENS, FLORIDA 33418 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, PRESIDENT START DATE OF RELATIONSHIP: 1/4/2007 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT OF THE BOARD OF TRUSTEES 2) I*95906 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TEMPLE JUDEA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PALM BEACH GARDENS, FLORIDA 33418 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 7/15/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FINANCE COMMITTEE MEMBER 3) I*95907 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TEMPLE JUDEA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PALM BEACH GARDENS, FLORIDA 33418 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 7/15/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHAIRMAN OF THE INVESTMENT COMMITTEE FOR THE LEGACY FUND 4) I*101626 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HEAR OF THE GAME INVESTMENT RELATED: N ADDRESS OF BUSINESS: WEST PALM BEACH, FLORIDA 33409 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/18/2017 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PURPOSE OF NON-PROFIT IS TO BE IMPROVING THE LIVES OF CHILDREN AND ADULTS THROUGH THE CONVERGENCE OF HEALTH EDUCATION, ATHLETICS AND COMMUNITY INVOLVEMENT. I WILL BE ATTENDING QUARTERLY MEETINGS WITH DOCTORS AND THE CEO'S OF THREE LOCAL HOSPITALS. 5) I*122603 For profit or not for profit: For-Profit Organization Name of outside business organization: Banyan Cay Community Development District Investment related: N Address of business: West Palm Beach, Florida 33401 Nature of business: General Partnership, Position, title, association: Committee Member, Start date of relationship: 4/23/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Entity is a country club and residential community. I would be 1 of 5 members of the committee. Attend a monthly meeting for one hour. 6) Name: Temple Judea Address: 4311 Hood Road Palm Beach Gardens, FL 33418 Business Description: Religious Organization Business is not investment related Projected Start Date: 11/01/12 Capacity: Board of Directors *, Committee/Council Member (not associated with the Board of Directors) Duties Performed: Attend board, executive committee and legacy fund meetings. Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 1 7)Name: Heart of the Game, Inc. Non-Profit Address: 1800 S Australian Ave West Palm Beach, FL 33409 Business Description: Non-Profit Business is not investment related Projected Start Date: 01/01/18 Capacity: Committee/Council Member (not associated with the Board of Directors) Duties Performed: Attend a monthly advisory board meeting. Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-23
• S63 Uniform Securities Agent State Law Examination
  2003-10-30

Other Names

• Matthew D. Kutner
• Matthew David Kutner