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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-27 |
| CT | RA | APPROVED | 2007-03-09 |
Branch Locations
45 William St, Wellesley Hills, MA 02481 • United States
Milton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Wellesley Hills | MA | 02/2007 | Present |
| Bank Of America,Na | Wellesley | MA | 12/2009 | Present |
I*116758 For profit or not for profit: Non-Profit Organization Name of outside business organization: Massachusetts Health & Hospital Association Investment related: N Address of business: Burlington, Massachusetts 1803 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/1/2018 Number of hours devoted: 5 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The MHA and its members include 70 licensed member hospitals. MHA provides issue advocacy and education for its members. I will serve as a member of the investment committee for the endowment. I*479497 For profit or not for profit: Entity Governmental Name of outside business organization: Beth Israel Lahey Health Investment related: N Address of business: Cambridge, Massachusetts, 02215 Nature of business: ["Hospital or Healthcare System"] Position, title, association: ["Committee","Other"], [["Other"]] Start date of relationship: 6/6/2019 Number of hours devoted: 1.33 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Committee, Hospital Member of Investment Committee I*1278 For profit or not for profit: Name of outside business organization: Town of Milton Investment related: N Address of business: Milton, Massachusetts 2186 Nature of business: , Position, title, association: Town Meeting Member, Start date of relationship: 4/27/2021 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Town Meeting, which totals somewhere 200 elected members, makes decisions about the Town of Milton's budgets and by-laws.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-10 |
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