Estimated Net Worth
- $299 K - $885 K
Salary
- Unknown
Employment
- Started 03/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | New York, New York | Senior Associate | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Rockefeller Philanthropy Advisors, Inc. (sponsored project Climate Nexus) | Salary and Bonuses | $27,822 | |
2 | Rockefeller Philanthropy Advisors, Inc. 401(k) plan | |||
2.1 | Fidelity Freedom Index 2050 Fund - Investor Class | $15,001 - $50,000 | None (or less than $201) | |
3 | Rockefeller Philanthropy Advisors, Inc. Health Savings Account (HSA) (cash) | $1,001 - $15,000 | 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 contribution 401(k) plan, but the plan sponsor will no longer make contributions. | 3/2019 | |
2 | New York, New York | I continue to have access to the HSA, but my former employer no longer makes contributions. | 9/2018 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Colorado College Invest Direct Portfolio (529 plan) | |||
1.1 | Vanguard Institutional Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | E.C.H. trust | |||
2.1 | Invesco S&PGlobal Water Index ETF (CGW) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | US Large Company Portfolio Institutional Class Shares (DFUSX) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | US Small Cap Portfolio Institutional Class Shares (DFSTX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | World ex US Core Equity Portfolio Institutional Class Shares (DFWIX) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Parnassus Core Equity Fund Investor Shares (PRBLX) | Purchase | 10/11/2021 | $1,001 - $15,000 |
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 |
---|---|---|
2 | 3 | Per filer, inadvertently omitted from previous report. |
3 | 1 | Per filer, agreement date incorrectly reported on previous report; changed to correct date. |
3 | 2 | Per filer, inadvertently omitted from previous report. |
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