Glenn R Halsey

Current Employers

Employment History

• 05/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southampton, NY
• 12/2013 → Present
  Bank Of America, N.A.
  Southampton, NY

Other Businesses

I*63319 FOR-PROFIT NAME: H. FAMILY LIMITED PARTNERSHIP INVSTMNT RLTED: YES ADDRESS: SOUTHAMPTON, NY 11968 POSITION: GNRL PRTNR START: 6/1/95 HRS DEVOTED: 4 MTHLY HRS DEVOTED DURING TRADING: 0 DUTIES: GNRL PRTNR IN FAMILY PARTNERSHIP SET UP TO HOLD FAMILY REAL ESTATE ASSETS AND SOME CASH / INVESTMENTS THIS WAS SET UP FOR ESTATE PLANNING PURPOSES. GRH, LLC SOUTHAMPTON NY 11968 LLC STARTED: 2003 NOT SECURITIES RELATED 3-4 HRS MTHLY BOOKKEEPING, PLANNING. 0 HOURS DURING TRADING. BEGAN IN 2003 POSITION: GENERAL PARTNER DUTIES: BOOKKEEPING, PLANNING. NON-PROFIT NAME: H. FAMILY FOUNDATION INC. INVSTMNT RLTED: YES ADDRESS: SOUTHAMPTON, NY 11968 POSITION: DIRECTOR START DATE: 12/30/13 HOURS DEVOTED: 3 MTHLY HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ONE OF THREE DIRECTORS MANAGING FAMILY FOUNDATION 501C3. ACCOUNT AT ML SOLEY A CONDUIT FOR CHARITABLE GIFTS MADE BY MY FATHER G. R. H. SR. NO OUTSIDE SOLICITATIONS, FUNDRAISING OR DONATIONS, NO POLITICAL ACTIVITIES. I*79388 NON-PROFIT NAME: FIRST PRESBYTERIAN CHURCH INVSTMNT RLTED: NO ADDRESS: SOUTHAMPTON NY 11968 POSITION: ADVISORY BOARD MBR,START DATE: 3/2/15 HRS DEVOTED: 4 MTHLY HRS DEVOTED DURING TRADING: 0 DUTIES: ADVISORY COMMITTEE APPOINTED BY CHURCH SESSION. RESPONSIBILITIES OF COMMITTEE: ASSISTING IN BUDGET CREATION, LONG TERM FINANCIAL PLANNING, CONGREGATIONAL FINANCIAL COMMUNICATIONS I*481285 Entity Type: Governmental Name: Town of Southampton Audit Advisory Committee Invstmnt rltd: No Address: Southampton NY 11968 Position: Committee Start date: 1/15/19 Hours devoted: 100 Yearly Hours devoted during trading: 0 Duties: Serve on committee that advises Town Comptroller and Town board about the external and internal audit needs of the town. Include review fincl stmts, and audit reports, reviewing letters of engagement. I*1899273 Entity Type: Governmental Name: Southampton Village Address: South Hampton NY 11968 Invstmnt Rltd: No Position: Committee Start Date: 07/01/2024 Hours: 10 hrs Mthly, Hours during trading: 0 Duties: Member of Budget and Finance advisory committee. Advisor capacity for Village, Mayor and Trustees. Committee does NOT serve as policymakers or handle or have direct access to monies. Assist the Village Mayor and Trustees in preparation and review of Village's Operating and Capital Budgets and review independent audit. Meetings once mthly and require review of budgets, meet with village officials and independent auditors. Committee of five. I*2086443 Entity Type: Fiduciary Name of OBA: Southampton Village Address: Southampton NY 11968 Investment Related: No Position: Advisory Board Start Date: 12/1/2024 Hours: 15 Yearly Hours during Trading: 0 Duties: Member of a group of three with a specific purpose of acting as an oversight committee as Single Audit Advisory Board charged with reviewing an independent CPA firm's audit of Federal Funds received by the Village. Position is advisory to the Village board only and does not include conducting l audits nor does it have decision making authority. I*2137281 Entity Type: Fiduciary Name: Halpath LLC Address: Southampton NY 11968 Investment Related: No Position: Administrator State Date: 01/01/25 Hours: 3 Mthly Hours during Trading: 0 Duties: Opening new LLC accounts and the H Family Partnership assets will be distributed once opened. The LLC function to hold vacant land. The ownership are all family members. I*: 2618276 Entity Type: Governmental Name of OBA: Southampton Village Address: Southampton NY 11968 Invstmnt Rltd: No Position: Committee Start Date: 02/17/26 Hours: 8 annually Hours during trading: 8 annually Duties: Committee to hear tax grievances. I*2618276Entity Type: GovernmentalName of OBA: Southampton Village Address: Southampton, New York, 11968Investment Related: NoPosition: Committee Start Date: 02/17/26 Number of Hours: 8, Yearly Number of Hours during trading: 8, Yearly Duties: Committee to hear tax grievances. Serve on a committee of 4 to listen to tax grievances.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-12

Other Names

• Glenn Richmond Halsey