Subject: Andy Sieg

Subject of Interest

Andy Sieg is the President of Merrill Lynch Wealth Management (MLWM) and a member of Bank of America’s executive management team. As head of MLWM, he oversees approximately 25,000 employees – including more than 14,700 financial advisors – who provide investment and wealth management strategies to individuals and businesses across the U.S. From 2005 to 2009, he led the Emerging Affluent Client Segment within Citigroup Global Wealth Management. In 2009, after Merrill’s acquisition by Bank of America, Sieg returned to Merrill. Earlier in his career, Sieg served in the White House as an aide to the assistant to the president for Economic and Domestic Policy. In 2015, he participated in the White House Conference on Aging. Sieg earned a Bachelor of Science in economics from Penn State University, and serves on the external advisory board of its Schreyer Honors College. He also holds a master’s in public policy from the Harvard Kennedy School, where he serves on the Dean’s Council.

Merrill Edge aka “MLPF&S” or “Merrill”