Ann C Christine Lutz

Current Employers

Employment History

• 07/1988 → Present
  Ubs Financial Services Inc.
  Cleveland, OH

Other Businesses

1) VOCATIONAL GUIDANCE SERVICES / 2239 EAST 55TH STREET CLEVELAND,OHIO 44103 / FOUNDATION/ EDUCATION / HELPING PEOPLE WITH DISABILITIES FIND JOBS IN THE COMMUNITY / MEMBER OF BOARD OF DIRECTORS / / ATTEND BOARD MEETINGS AND VOTE ON BOARD MATTERS / START DATE 6/30/2010 2) Malachi House / 2810 Clinton Avenue Cleveland, Ohio 44113 / United States / Charity / Serves as a home to terminally ill homeless people and provides assistance until death. / Member of Board of directors / I will be a member of the board and attend about 6 meetings per year / Start Date 8/1/2019 3) Magnificat High School Investment Sub-Committee/ investment related?: no / 20770 Hilliard Blvd, Rocky River, Ohio, 44116/ Educational Establishment/ Member of the investment sub-committee. I am not a member of the board/ Meet with the other members and the party managing the investments for the school./ start date: 5/11/2021 4)Name of Business: Magnificat High School/Investment related?: no / Address: 20770 Hilliard Blvd, Rocky River, Ohio, 44116/Nature of Business: "Board position for 3 year term,5 board meetings per year/ Role: Member of Board of directors/ Duties: Meet with the full board and administration to discuss long term strategic objectives for the school/Start date: 09/01/2023/Hours Devoted : No 5) Name of Business: Magnificat High School. / Address: 20770 Hilliard Boulevard, Rocky River, Ohio, United States, 44116. / Investment Related: No. / Nature: member of the investment subcommittee. / Role: member of the investment subcommittee. / Duty: quarterly board meetings. / Start Date: 4/29/2022. / Hours Devoted: No. / Time required: N/A.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-21
• S65 Uniform Investment Adviser Law Examination
  1999-12-17

Other Names

• Ann C Lutz
• Ann Christine Lutz