Lisa Kranzler Kent

Current Employers

Employment History

• 10/1981 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainsboro, NJ
• 09/2009 → Present
  Bank Of America, Na
  Princeton, NJ

Other Businesses

I*483690, Entity Type: Fiduciary role Name of OBA: POA for Family, Address: East Brunswick, New Jersey, 08816, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2012, No Hours: 10 Monthly, No Hours during Trading: 10 Monthly, Duties: POA/Child/GrandchildI*3691301Entity Type: Fiduciary role Name of OBA: P K Address: East Brunswick, New Jersey Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/03/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: POA/Siblings I*3691302Entity Type: Fiduciary role Name of OBA: The P K Revocable Living Trust Address: East Brunswick, New Jersey Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 02/03/2026Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Successor/SiblingsI*3691300, Entity Type: Fiduciary role Name of OBA: The Estate of P K, Address: East Brunswick, New Jersey, 08816, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 02/16/2026, No Hours: 100 Weekly, No Hours during Trading: 0 Weekly, Duties: Executor/SiblingsI*3935266Entity Type: Fiduciary roleName of OBA: L K K TTEE U/A DTD 02/16/2024 BY P H KAddress: East Brunswick, New Jersey, 8816Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/09/2026Number of Hours: 100, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Trustee/SiblingsI*3941265Entity Type: Fiduciary roleName of OBA: The P. K. Living TrustAddress: East Brunswick, New Jersey, 8816Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/09/2026Number of Hours: 2, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Trustee/Siblings I*4605271 Entity Type: Entity For Profit , Entity Financial Institution Name of OBA: San Mateo Capital Management, LLC Address: East Brunswick, New Jersey, 08816 Investment Related: Yes Position, Title, Association: Other Employee Start Date: 05/21/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: SMCM is owned by the P K Living Trust and will potentially receive referral fees from Focus Partners. These funds will then be moved to the P K Living Trust Collect any potential revenue and process through to the trust to cover trust expenses and ultimately pass through to the sole beneficiary, J K, daughter of P K

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-02
• S63 Uniform Securities Agent State Law Examination
  1982-03-03

Other Names

• Lisa Ann Kent
• Lisa Ann Kranzler