Michael Yotts

Current Employers

Employment History

• 04/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 07/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*1381310, For profit or not for profit: Name of outside business organization: Columbian Lodge A.F & A.M. Investment related: N, Address of business: Boston, Massachusetts, 02111, United States Nature of business: ["Civic League or Social Welfare Organization"]Position, title, association: ["Board Member"], Start date of relationship: 12/7/2024, Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 8 yearly Duties: , Columbian Lodge A.F. & A.M. is a fraternal organization chartered by the Grand Lodge of Masons in Massachusetts under a lodge system. Columbian Lodge is a tax exempt 501(c)(10) entity. As a lodge trustee I, along with my fellow trustees, would collectively be responsible for the long term capital of the Lodge by selecting a 3rd party to invest the assets on a fully discretionary basis. Neither I, nor any of the other trustees will enter into any securities transaction on behalf of the organization. My background as a financial advisor along with having earned the CERTIFIED FINANCIAL PLANNER certification will aid me in working with the other trustees to collectively review the progress of the 3rd party investment manager and how it aligns with the purpose of the Lodge.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-16
• S63 Uniform Securities Agent State Law Examination
  2007-08-23

Other Names

• Michael K Yotts
• Michael K Yotts
• Michael Keith Yotts