Avi S. Garbow
Sr Counselor to Administrator (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 01/01/2021 - 06/01/2021
Departed Administration
- Yes
Post Appointment Role
- President (Shared Ascent Fund)
Financial Disclosure Details - OGE Form 278 Termination (05/21/2017)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | General Electric Co | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2 | McGraw Hill Financial Inc | $50,001 - $100,000 | Dividends | $201 - $1,000 |
3 | SunTrust Banks Inc (STI) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | Zimmer Holdings Inc (ZMH) | $1,001 - $15,000 | None (or less than $201) | |
5 | BlackRock US Opportunities Svc (BMCSX) | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | Invesco Balanced-Risk Allc C (ABRCX) | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | iShares Russell 1000 Growth Index (IWF) | $50,001 - $100,000 | $201 - $1,000 | |
8 | iShares Russell 1000 Value Index (IWD) | $50,001 - $100,000 | $1,001 - $2,500 | |
9 | iShares Russell Midcap Growth Index (IWP) | $1,001 - $15,000 | None (or less than $201) | |
10 | iShares Russell Mid Cap Val (IWS) | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I planned to join this law firm as a partner - and began employment there on March 6, 2017. | 3/2017 |
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 | Lawyer's Committee for Civil Rights Under Law | salary | ||
2 | Oppenheimer intl growth A (OIGAX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Ridgeworth Mid Cap Val Equity A (SAMVX) | $50,001 - $100,000 | None (or less than $201) | |
4 | American Funds Washington Mutual R3 | $100,001 - $250,000 | $5,001 - $15,000 | |
5 | Clearbridge Agg Growth R (LMRG) | $100,001 - $250,000 | $5,001 - $15,000 | |
6 | Western Asset Core Plus Bond IS | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo cash account | $50,001 - $100,000 | $201 - $1,000 | |
2 | USAA cash account | $50,001 - $100,000 | $201 - $1,000 | |
3 | Virginia 529 College Savings Plan (Potomac) | $100,001 - $250,000 | None (or less than $201) | |
4 | Virginia 529 College Savings Plan (Chesapeake) | $50,001 - $100,000 | None (or less than $201) | |
5 | Virginia 529 College Savings Plan (Allegheny) | $50,001 - $100,000 | None (or less than $201) | |
6 | Woodlake Associates, Ltd. (owns residential property in Grapevine, TX) | $15,001 - $50,000 | Rent or Royalties | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Diamond Hill Long Short Fund Class I (DHLSX) | Purchase | 12/09/16 | $15,001 - $50,000 |
2 | Cullen Emerging Markets High Dividend Fund Class I (CEMFX) | Purchase | 12/09/16 | $15,001 - $50,000 |
3 | Vanguard Large-Cap ETF (VV) | Purchase | 10/18/16 | $15,001 - $50,000 |
4 | Cullen High Dividend Equity Fund (CHDEX) | Purchase | 05/29/16 | $15,001 - $50,000 |
5 | Cullen High Dividend Equity Fund (CHDEX) | Purchase | 10/18/16 | $15,001 - $50,000 |
6 | WisdomTree Japan Hedged Equity Fund (DXJ) | Purchase | 07/15/16 | $1,001 - $15,000 |
7 | Invesco Real Estate Y | Sale | 01/13/16 | $15,001 - $50,000 |
8 | Invesco Real Estate Y | Sale | 10/18/16 | $15,001 - $50,000 |
9 | Vanguard Total International Bond ETF | Sale | 04/22/16 | $1,001 - $15,000 |
10 | Columbia select lg cap Gr (UMLGX) | Sale | 04/22/16 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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