Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $5.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Director of Communications | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Filer Rollover IRA | |||
1.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2 | Veolia, 401(k) plan: | |||
2.1 | FIAM Blend Target Date 2045 T Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | JFK Library Foundation, 401(k) plan: | |||
3.1 | cash | $1,001 - $15,000 | None (or less than $201) | |
4 | Commonwealth of Massachusetts, defined benefit plan | $50,001 - $100,000 | None (or less than $201) | |
5 | Commonwealth of Massachusetts | Salary | $122,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2018 | |
2 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2016 | |
3 | Boston, Massachusetts | I will continue to participate in this defined benefit plan. | 3/2008 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TwinFocus | salary, bonus | ||
2 | Spouse IRA | |||
2.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | PH Rollover | cash payments | $15,000 | |
4 | PH Rollover | |||
4.1 | Cash | $50,001 - $100,000 | $5,001 - $15,000 | |
5 | TwinFocus, 401(k) plan: | |||
5.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Residential Real Estate (Cohasset, MA) | $1,000,001 - $5,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cambridge Trust | $500,001 - $1,000,000 | 2018 | 7/1 |
2 | SunTrust | $10,001 - $15,000 | 2020 | 5 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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