Lisa A Cerbone Montalto

Current Employers

Employment History

• 04/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 07/2011 → Present
  Bank Of America, N.A.
  Ridgefield, CT

Other Businesses

Name: CAMBRIDGE COLLEGE INVESTMENT RELATED: No Address: CAMBRIDGE MA 02138Position: INSTRUCTOR START 01-JAN-2007 HRS PER MO 0-20,HRS DURING TRADING: 0DUTIES: INSTRUCTOR FOR ONE COURSE ON PERSONAL FINANCE I*1121273 Entity Type: For Profit Name: Montalto-Myron, LLC Investment related: No Address: Brookfield, Connecticut Position, title, association: General Partner/Managing Member, Start date of relationship: 12/21/2022 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: This LLC will hold residential rental property. Role-Managing Member.I*349409Entity Type, Name of OBA: Entity For Profit Pointy Heads LLC Address: Brookfield, Connecticut 06804Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/14/2024No Hours: 3 hrs No Hours during trading: 0Duties: owns patent royalty interest, general management responsibilities I*: 2796288 Entity Type: For Profit Name of OBA: One Rockville Centre Associates Address: Rockville Centre, NY 11570Investment Related: No Position, Title, Association: Spouse of owner Employee Start Date: 08/28/2025Number of Hours: 0Number of Hours during trading: 0Duties: None, Spouse inherited this investment and member role from his parents and disclosed in AIM. Spouse receives dividend payments as a result of his ownership. I have no direct ownership of this property. I*2796286, Entity Type: Entity Charitable, Name of OBA: Smilow Cancer Hospital, Address: New Haven, Connecticut, 06511, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 10/01/2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: Participate in quarterly meetings to assist raising awareness of the importance of cancer prevention and screening which I will take back to may our Enterprise better too. Serve on Sponsorship Advisory Committee for the Closer To Free Ride and Smilow Cancer Hospital. I*3255264Entity Type: Entity CharitableName of OBA: Saint Joseph Roman Catholic ChurchAddress: Brookfield, Connecticut, 6804Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 01/01/2026Number of Hours: 8, YearlyNumber of Hours during trading: 0Duties: Roman Catholic Church Serve on the Finance Committee with a group of other parishioners, advising the Pastor on operating and capital expenses, budget. I*1882277, Entity Type: Entity Charitable, Name of OBA: Lions Club of Danbury, Inc., Address: Danbury, Connecticut, 06813, Investment Related: N, Position, Title, Association: Board Member, Officer, Employee Start Date: 07/01/2026, No Hours: 3 Weekly, No Hours during Trading: 1 Weekly, Duties: Serve as President, providing a vision for our Club and guiding our leadership team. Lions Club of Danbury, Inc. is a 501 (c) 4 organization that also holds a 501(c) 3 organization, Danbury Lions Charities, Inc. Lions of Danbury is part of the world-wide Lions International, Inc. a Service organization in the United Nations charter with 8 Global Service Causes: Hunger, Vision, Disaster Relief, Environment, Diabetes, Childhood Cancer, Hunger and Humanitarian needs and over 1.4 MM members world-wide. We host street clean ups, sponsor vision screening in elementary and preschools to prevent childhood blindness, offer adult vision screenings at health fairs and Veterans' Stand Down in CT, provide college scholarships, mentor and serve alongside Leos (high school Lions), assist with vision screenings at Special Olympics and lend a hand with the Salvation Army with disaster and hunger relief. World-wide, we build hospitals and clinics. In the State of CT alone, we have screened over 70,000 children for preventable eye diseases.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-11

Other Names

• Lisa Anne Gorman
• Lisa A Cerbone
• Lisa Anne Cerbone