Scott Jeffrey Spiegle

Current Employers

Employment History

• 07/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper-Pike, OH
• 06/2011 → Present
  Bank Of America,N.A.
  Pepper Pike, OH

Other Businesses

I*68709FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JEWISH FEDERATION OF CLEVELANDINVESTMENT RELATED: NADDRESS OF BUSINESS:BEACHWOOD, OHIO 44122NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2014NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: THE JEWISH FEDERATION RAISES FUND FOR LOCAL JEWISH AGENCIES AS WELL AS FOR JEWISH PROGRAMS THROUGHOUT THE WORLD AND IN ISRAEL. I WOULD SERVE ON THE OVERSEAS CONNECTION COMMITTEE AND CHAIR OF THE IDF SUB-COMMITTEE. I*2234260, Entity Type: , Name of OBA: B A S TTEE U/A 03/11/1993 BY S H S, Address: Orange, Ohio, 44022, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*114663For profit or not for profit: Non-Profit OrganizationName of outside business organization: Mandel Jewish Community CenterInvestment related: NAddress of business:Beachwood, Ohio 44122Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2012Number of hours devoted: 8 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: The JCC serves 10,000 people annually. Its main programs are camping, early childhood, and fitness. I am a board member, VP and on the executive committee, as well as chair of the fundraising and Maccabi committees. I*120660For profit or not for profit: Non-Profit OrganizationName of outside business organization: Hawken SchoolInvestment related: NAddress of business:Cleveland, Ohio 44124Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019Number of hours devoted: 15 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: I will serve as a member of the Alumni Board, I will attend meetings 4/5 times a year and participate in fundraising activities. Hawken is a co-ed private school, pre-school through grades 12 serving approximately 1000 students I*1220246For profit or not for profit: Name of outside business organization: Anshe Chesed Fairmount TempleInvestment related: NAddress of business: cleveland, Ohio, 44122Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Executive committee","Fundraising committee"]]Start date of relationship: 7/1/2023Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , religious -vserve on the board of directors, executive committee,and chair of the development committee. I*2038270, Entity Type, Entity Charitable, Name of OBA: Congregation Mishkan Or, Address: Cleveland, OH, 44122, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/10/2024, No Hours: 3hrs/Mo, No Hours during trading: 0, Duties: I will serve on the Board of trustees and as a member of its executive committee. I*2164261, Entity Type: , Name of OBA: B A S TTEE U/A DTD 03/11/1993 , Address: Orange, Ohio, 44022, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 15-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-09
• S63 Uniform Securities Agent State Law Examination
  1996-09-25

Other Names

• Scott J Spiegle