Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.5 M
Salary
- Unknown
Employment
- 01/20/2021 - 12/01/2022
Departed Administration
- Yes
Post Appointment Role
- Managing Director, Head of Labor Relations (Apollo Global Management Inc.)
Records
Financial Disclosure Details - OGE Form 278e (05/13/2022)
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 | IRA #2 | |||
1.1 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $50,001 - $100,000 | $15,001 - $50,000 | |
2 | IRA #1 | |||
2.1 | Fidelity Advisor Freedom 2040 Fund Class M Shares (FTFFX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3 | Major League Baseball, defined benefit plan (value not readily ascertainable) eligible for $20,000/year | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined benefit plan. | 1/2015 |
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 | Teneo (Consulting) | salary, bonus | ||
2 | IRA #1 | |||
2.1 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2.2 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Teneo | |||
3.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $250,001 - $500,000 | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | MD 529 Fund 1 | None (or less than $1,001) | None (or less than $201) | |
1.1 | T Rowe Price portfolio 2027 | $100,001 - $250,000 | $15,001 - $50,000 | |
1.2 | Inflation Bond Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
1.3 | T Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | US Bank #1 Cash | $15,001 - $50,000 | None (or less than $201) | |
3 | US Bank #2 Cash | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
4 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $250,001 - $500,000 | $50,001 - $100,000 | |
5 | Vanguard Total International Stock Index Fund Investor Shares (VGTSX) | $50,001 - $100,000 | $5,001 - $15,000 | |
6 | Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) | $50,001 - $100,000 | $201 - $1,000 | |
7 | US Savings Bonds | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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