Estimated Net Worth
- $364 K - $1.1 M
Salary
- Unknown
Employment
- 04/01/2021 - 06/01/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Counsel | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wilmer Cutler Pickering Hale and Dorr LLP (law firm) | Salary/Bonus | $133,776 | |
2 | IRA #1: | |||
2.1 | Fidelity Dividend Growth Fund (FDGFX) | $1,001 - $15,000 | None (or less than $201) | |
3 | WilmerHale LLP 401(k) | |||
3.1 | JP Morgan Strat Inc Opp R5 (JSORX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Loomis Sayles Global Bond Fund (LSGBX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Target Ret 2050 Inst (VTRLX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | American Cent Mid Cap Value R6 (AMDVX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | MFS Mid Cap Growth Fund R3 (OTCHX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | American Cent Emg Mkt Inv (TWMIX) | $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 this defined contribution plan. The plan sponsor no longer makes contributions. | 11/2014 |
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 | Harvard University | Salary | ||
2 | IRA #2: | |||
2.1 | Vanguard Target Retirement 2050 Fund (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Harvard University Tax-Deferred Annuity Plan, variable annuity | |||
3.1 | Vanguard Institutional Target Retirement 2050 Fund (VTRLX) | $100,001 - $250,000 | None (or less than $201) | |
4 | TIAA Retirement Income Plan for Teaching Faculty of Harvard Univ | |||
4.1 | Vanguard Institutional Target Retirement 2050 Fund (VTRLX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Fidelity Zero Total Market Index (FZROX) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Health Savings Account | $1,001 - $15,000 | None (or less than $201) | |
4.1 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Vanguard Treasury Money Market Fund (VUSXX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Wells Fargo Index Admin Fund (WFIOX) | $15,001 - $50,000 | None (or less than $201) |
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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