Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.5 M
Salary
- Unknown
Employment
- Started 03/10/2022
Financial Disclosure Details - OGE Form 278e (06/30/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Denver, Colorado | Member of board | Present | |
2 | Denver, Colorado | Dean/advisor to Chancellor | 7/2020 | |
3 | New York City, New York | Adjunct Professor | 5/2021 | |
4 | New York, New York | Contributor | Present | |
5 | Warsaw/New York, New York | Director | Present | |
6 | New York, New York | Board Member | Present | |
7 | Washington DC, District of Columbia | Senior Director | Present | |
8 | Denver, Colorado | Consultant | 3/2021 | |
9 | Washington, District of Columbia | Distinguished Fellow | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | AMG National Trust Bank | director fees | $33,000 | |
2 | University of Denver | Salary and severance payment on conclusion of employment | $214,000 | |
3 | Columbia University stipend | stipend | $55,000 | |
4 | Honorarium from University of St Thomas in Houston - 3/24/2021 | honorarium | $1,000 | |
5 | Broad Oak Group International LLC | consulting fees | $14,000 | |
6 | Korea Economic Institute | a stipend for being a "distinguished fellow" | $2,500 | |
7 | Washington Times Foundation - 2/12/2020 | honorarium | $5,000 | |
8 | University of Kansas - 9/3/2020 | honorarium | $1,000 | |
9 | Bank of America/Merrill Lynch - 5/29/2020 | honorarium | $3,000 | |
10 | Vero Beach Democratic Exec Committee - 2/23/2020 | honorarium | $9,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Denver, Colorado | I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation. | 9/2010 | |
2 | Denver, Colorado | Pursuant to the director's compensation plan, upon my resignation the bank will repurchase my stock shares (for the same price I paid for them) in a lump sum. | 1/2013 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | contributor | |
2 | Denver, Colorado | Director | |
3 | New York City, New York | professor, lecturer | |
4 | Denver, Colorado | Consultant | |
5 | Vero Beach, Florida | Speaker at annual Gala | |
6 | Denver, Colorado | Dean/Advisor to Chancellor |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Florida Retirement System (FRS), Pinellas County School System, defined benefit plan | $250,001 - $500,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | BA Boeing | None (or less than $1,001) | None (or less than $201) | |
2.2 | Davita | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Glaxosmithkline (GSK) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Navios Maritime Partners LP (NMM) | None (or less than $1,001) | None (or less than $201) | |
2.5 | Pfizer Inc. (PFE) | None (or less than $1,001) | None (or less than $201) | |
2.6 | Alphabet Inc., Class C (GOOG) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Global Ship Lease Inc. (GSL) | None (or less than $1,001) | None (or less than $201) | |
2.8 | Viatris Inc (VTRS) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | U.S. bank #2 (cash) | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
3 | Family Trust | $100,001 - $250,000 | None (or less than $201) | |
3.1 | Residential real estate, Little Compton, RI | |||
3.2 | Undeveloped land, Little Compton, RI |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient student loan #1 | $15,001 - $50,000 | 2010 | 2024 |
2 | Navient student loan #2 | $15,001 - $50,000 | 2010 | 2024 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 7 | I receive compensation for any work that I do. There is no ongoing salary or retainer and any other benefits. I have not performed any services of any kind for ASG since 2018 |
2 | 1 | For serving on the board of AMG and on the audit committee I received 22000 annually provided I attend all quarterly meetings. |
2 | 2 | I received full salary for cy 2019, and salary plus a severance payment for January -June 2020. |
2 | 5 | I have provided consulting services to Broad Oak Group International for $1,000 per month. The arrangement ended in March 2021. |
2 | 21 | As a bank director I am permitted to purchase AMG stock with my own funds. |
6 | 3 | This trust represents the inheritance left to me and my four siblings consisting of a house and approximately ten acres in Little Compton, RI. The house and property is estimated at about $1,000,000, and I own one fifth of it. |
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