Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $5.2 M
Salary
- Unknown
Employment
- Started 01/31/2022
Records
Financial Disclosure Details - OGE Form 278e (02/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Dean | 8/2021 | |
2 | Newton, Massachusetts | CEO | 1/2022 | |
3 | Framingham, Massachusetts | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | University of Masachusetts Boston | Salary | $172,814 | |
2 | David Cash Climate & Energy Consulting | Consulting Fees | $45,000 | |
3 | E4theFuture | stipend for board membership | $5,000 | |
4 | Massachusetts State Employees' Retirement System, defined benefit plan (value not readily ascertainable) | retirement payments (receive $5087 monthly) | $32,267 | |
5 | IRA | |||
5.1 | Ishares Core US Aggregate Bond ETF (AGG) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Ishares JP Morgan Emerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Ishares 1-5 Year Investment Grade Corp Bond ETF (IGSB) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | Schwab Intl Equity ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in the deferred compensation plans with this former employer. I formally retired through the Massachusetts Board of Retirement and receive a pension, health insurance and reduced tuition for a child. | 8/2021 | |
2 | Boston, Massachusetts | I will continue to participate in this defined benefit plan. | 9/1990 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Boston, Massachusetts | Dean of the JW McCormack Graduate School of Policy and Global Studies | |
2 | Newton, Massachusetts | solo practitioner; provided consulting services | |
3 | Summerville, Massachusetts | consulting services | |
4 | Washington, District of Columbia | consulting services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Self-employed (psychotherapy) | consulting fees | ||
2 | Roth IRA | |||
2.1 | Mfs Global Equity Cl C (MWECX) | $50,001 - $100,000 | None (or less than $201) | |
3 | SEP IRA | |||
3.1 | insured cash account | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Mortgage Backed Securities ETF (VMBS) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Total Stock Market ETF (VTI) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Ishares Tips Bond ETF (TIP) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Ishares JP Morgan USD Emerging Markets Bond ETF (EMB) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Vanguard Ftse All World Ex Us Small Cap ETF (VSS) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank (cash accounts) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | Residential real estate, Brewster, MA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Residential real estate, Newton, MA | Over $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
4 | Vanguard Target Enrollment 2022/2023 Individual 529 College Savings Account | $1,001 - $15,000 | None (or less than $201) | |
5 | Brokerage account | |||
5.1 | insured cash account | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Ishares 1-5 Year Investment Grade Corp Bond ETF (IGSB) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Ishares Core Msci Eafe ETF (IEFA) | $50,001 - $100,000 | $1,001 - $2,500 | |
5.4 | Ishares Core S&P Small Cap ETF (IJR) | $15,001 - $50,000 | $1,001 - $2,500 | |
5.5 | Ishares Russell 1000 Value ETF (IWD) | $15,001 - $50,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Flagstar Bank | $250,001 - $500,000 | 2020 | 360 months |
2 | Flagstar Bank | $250,001 - $500,000 | 2020 | 120 months |
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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