Brian Eric Young

Current Employers

Employment History

• 04/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper-Pike, OH
• 12/2009 → Present
  Bank Of America, N.A.
  Chagrin Falls, OH

Other Businesses

I*1913275, Entity Type: Charitable, Name of OBA: CONGREGATION MISHKAN OR FOUNDATION, Address: Beachwood, OH, 44122, Investment Related: No, Position, Title, Association: Treasurer, Employee Start Date: 07/15/2024, No Hours: 5hrs/Mo, No Hours during trading: 1, Duties: The Congregation Mishkan Or Foundation is responsible for the oversight of the Congregation Mishkan Or Endowment Funds. This oversight will include making recommendations to the Mishkan Or Board as to the engaging the services of investment advisors. Currently the Foundation Board has engaged the services of the Jewish Federation of Cleveland who has hired a consultant to provide recommendations as to the choosing of investment managers. The Foundation does not have any input as to which investment managers that the Federation chooses. In addition the Foundation has hired Morgan Stanley (MS) to manage $. MS has investment making decisions. The Foundation will report to the Mishkan Or Board on a quarterly basis as to the performance of the investments. In addition the Foundation has the responsibility to approve distribution of funds from the Foundation assets to the Mishkan Or Board who then uses these funds to support the operations of Congregation Mishkan Or. I*4881276 Entity Type: Fiduciary role Name of OBA: D. Y. Address: SOLON, Ohio, 44139 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/03/2009 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-02
• S63 Uniform Securities Agent State Law Examination
  1991-06-14