Michael Cory Haun

Current Employers

Employment History

• 06/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 04/2012 → 06/2020
  Peoplesbank, A Codorus Valley Company
  York, PA
• 09/2020 → Present
  Bank Of America N.A.
  York, PA

Other Businesses

I*131779For profit or not for profit: Non-Profit OrganizationName of outside business organization: The York County Community FoundationInvestment related: NAddress of business:York, Pennsylvania 17407Nature of business: Charitable OrganizationPosition, title, association: , Start date of relationship: 5/1/2014Number of hours devoted: 5 hour(s) QuarterlyNumber of hours devoted during trading hours: 5Duties: I am on the board of directors for the York County Community Foundation. The board provides governance and oversight of the Foundation's activities. YCCF is a vehicle for endowed philanthropy. I*131740For profit or not for profit: For-Profit OrganizationName of outside business organization: Cardea Management LLCInvestment related: NAddress of business:Jacobus, Pennsylvania 17407Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 3/1/2011Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I formed an LLC with a friend in 2011. The purpose of the LLC is to invest in residential real estate. We hire a property manager to manage the day-to-day operations. I complete the accounting and occasionally look at properties to purchase. I*745280, Entity Type: Entity Charitable, Name of OBA: United Way of York County, Address: York, Pennsylvania, 17403, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 07/01/2023, No Hours: 24 Yearly, No Hours during Trading: 10 Yearly, Duties: I am on the impact committee and the board of directors. The organization assists working households on their journey toward financial stability. I*425020, Entity Type: Entity Charitable, Name of OBA: The York County Community Foundation, Address: York, Pennsylvania, 17401, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 01/01/2022, No Hours: 16 Yearly, No Hours during Trading: 16 Yearly, Duties: I am currently on the Distribution Committee which was already AIM approved. I have also been invited to become a member of the Investment Committee. This committee oversees YCCF's investment policies, performance and relationships with outside managers and consultants. YCCF's endowment is currently managed by Commonfund and Mason Investment Advisory. I would have no access to funds or any direct control over the organization's investments. There are currently 11 other members of the committee. The York County Community Foundation's mission to create a vibrant York County by engaging donors, providing community leadership, and investing in high-impact initiatives while building endowment for future generations.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-24