Robert E Eberly

Current Employers

Employment History

• 02/2011 → Present
  Merrill Lynch
  Hilton Head, SC
• 07/2011 → Present
  Bank Of America, N.A.
  Hilton Head Island, SC

Other Businesses

PENN STATE FAYETTE EBERLY CAMPUS, LEMONT FURNACE, PA 15456 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 6, HRS DURING TRADING - 1, DATE ACTIVITY BEGAN 01/01/08, POSITION - ADVISORY BOARD MEMBER; ADVISE CURRENT CHANCELOR REGARDING CAMPUS ACTIVITY, STRATEGIC GROWTH, AND INTERACTIVITY WITH SURROUNDING COMMUNITY. I*994547For profit or not for profit: Entity CharitableName of outside business organization: The Eberly FoundationInvestment related: NoAddress of business: Uniontown, Pennsylvania, 15401Nature of business: Charitable OrganizationPosition, title, association: OfficerStart date of relationship: 11/11/2022Number of hours devoted: 4 hrs MthlyNumber of hours devoted during trading hours: 1 hrDuties: The Foundation is a Private Family Foundation that focuses primarily on higher education and scholarships in Southwestern PA. As President, I will set the Foundation's agenda and run the Board meetings. I will be the initial, public point of contact for institutions wishing to submit grant requests, and the liaison between the full board and the BoA Private Bank Charitable and Philanthropic team that services the Foundation's accounts. All grant awards/ funds out are voted on by the Board. The president communicates the wishes of the Board to the Private Bank team, and they make payments on behalf of the Foundation. I will have no access to/ or ability to sign checks/ make payments/ credit cards, etc. on my own in the capacity of President. I*: 2001291Entity Type: Entity CharitableName of OBA: Arts Canter of Coastal CarolinaAddress: Hilton Head, SCInvestment Related: NoPosition, Title, Association: OtherEmployee Start Date: 09/27/2024Number of Hours: 3 hrs mthlyNumber of Hours during trading: 0 Duties: Community focused arts organization. They produce an in-theater arts series and do outreach into the local schools. As a Board of Trustees member, I would be an ambassador for the organization in the community and help plan programming. I*: 2266300Entity Type: CharitableName of OBA: Arts Center of Coastal CarolinaAddress: Hilton Head Island, SC 29928Investment Related: NoPosition, Title, Association: Comnittee memberEmployee Start Date: 04/28/2025Number of Hours: 8 hrs annuallyNumber of Hours during trading: 0Duties: I currently serve on the Board of Trustees for this Performing Arts center (already approved in AIM). I have been asked to serve on an ad hoc committee to review the current Investment Policy Statement to determine if any updates and/or changes need to be made to the document. This committee will report its findings to the Finance Committee (which I am not on) and they will make any decisions on any changes. No Merrill/BoA clients are part of this committee. I will receive no compensation for this work.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-20

Other Names

• Robert Edward Eberly