Katherine E Anderson

Current Employers

Employment History

• 10/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 05/2015 → Present
  Bank Of America, N.A.
  Cincinnati, OH

Other Businesses

I*92629For profit or not for profit: Non-Profit OrganizationName of outside business organization: Cincinnati Opera Investment CommitteeInvestment related: YAddress of business:Cincinnati, Ohio 45202Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/22/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 2Duties: I will participate in discussions about the investment of the Opera's endowment. All decisions are made by a vote of all the members (about 25 members). This will include evaluating investment manager performance, fees, and progress to objectives.I*2036330, Entity Type, Entity Charitable, Name of OBA: Cincinnati Children's Hospital Medical Center, Address: Cincinnati, OH, 45229, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 12/11/2024, No Hours: 8hrs/Ann, No Hours during trading: 8, Duties: Cincinnati Children's Emerging Philanthropists Council (EPC): Donate, listen to speakers from research projects and clinical care initiatives being conducted at Cincinnati Children's and vote on which will receive a pool of funding donated by EPC members.I*1627256Entity Type: Entity CharitableName of OBA: Cincinnati OperaAddress: Cincinnati, Ohio, 45202Investment Related: NoPosition, Title, Association: Committee,Board MemberEmployee Start Date: 09/01/2023Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: to support the presentation of Opera in the Cincinnati community General board position including fundraising discussions, artistic planning, and some minimal oversight of day to day operations. I*3302270 Entity Type: N/A Name of OBA: Cincinnati Institute of Fine Arts Catalyzing Impact Committe Address: Cincinnati, Ohio, 45202 Investment Related: No Position, Title, Association: Employee Start Date: 12/18/2025 Number of Hours: 4, Yearly Number of Hours during trading: 2, Yearly Duties: This is a subcommittee of an already approved OBA with Cincinnati Institute of Fine Arts. Will review proposals for the Catalyzing Impact Grant. Read grant proposals and discuss with committee to make recommendations for funding projects within the arts community.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-07

Other Names

• Katherine Lutes
• Katherine E Lutes