Profile
Ms. Cynthia D.
Ebertz is Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc.
Prior to joining Merrill Lynch, Pierce, Fenner & Smith, Inc. in April 2012, Ms. Ebertz was employed as a Portfolio Manager at PSA Financial Center from 2003 to 2012.
Before that, she was at T Rowe Price as an Advisory Counselor from 1998 to 2003.
Ms. Ebertz graduated at Michigan State University with a BA in Business Administration, Management and Operations in 1984.
She is also a Certified Financial Planner.
Former positions of Cynthia D. Ebertz
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portfolio Manager-Equities | 2012-06-28 |
PSA Financial Advisors, Inc.
 PSA Financial Advisors, Inc. Investment ManagersFinance PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services. | Portfolio Manager-Equities | 2012-04-30 |
| T. Rowe Price U.S. Treasury Funds, Inc. | Corporate Officer/Principal | - |
Training of Cynthia D. Ebertz
| Michigan State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| T. Rowe Price U.S. Treasury Funds, Inc. | Miscellaneous |
PSA Financial Advisors, Inc.
PSA Financial Advisors, Inc. Investment ManagersFinance PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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