Lisa C La Vecchia

Current Employers

Employment History

• 11/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2009 → Present
  Bank Of America, Na
  Florham Park, NJ

Other Businesses

I*520434For profit or not for profit: Entity CharitableName of outside business organization: Somerset Hills YmcaInvestment related: NAddress of business: Basking Ridge, New Jersey, 07920Nature of business: Charitable OrganizationPosition, title, association: Committee ,Board Member, Fundraising committeeStart date of relationship: 9/28/2021Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Financial Development Committee Chair : Annual Campaign, Planned giving, Capital Campaign, Donor Stewardship, Gift ManagementI*132658For profit or not for profit: Non-Profit OrganizationName of outside business organization: Greater Somerset County YMCAInvestment related: NAddress of business:Basking Ridge, New Jersey 7920Nature of business: Charitable Organization,Position, title, association: , Start date of relationship: 9/15/2020Number of hours devoted: 2 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Member of The Board of Directors: Financial Development Committee : Annual Campaign, Planned Giving, Capital Campaign, Donor Stewardship. Gift ManagementI*: 2048263Entity Type: Somerset Hills YmcaName of OBA: Charitable OrganizationAddress: Basking Ridge, New Jersey, Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 01/2025Number of Hours: 60 hrs mthlyNumber of Hours during trading: 1 hr mthly Duties: Role of the Chief Volunteer Officer / Board Chair:The Chief Volunteer Officer ("CVO") / Board Chair assumes responsibility for the overall functioning of the Board ofDirectors by coordinating the full board's activities so the board achieves its goals and operates in accordancewith the organization's bylaws. The CVO/Board Chair facilitates board meetings and works most closely with thePresident/Chief Executive Officer. I*3593269 Entity Type: N/A Name of OBA: R C #825-11149 Address: Pompton Plains, New Jersey Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/20/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-11
• S63 Uniform Securities Agent State Law Examination
  1983-10-28

Other Names

• Lisa Celeste Cinelli
• Lisa Celeste Lavecchia