Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.5 M
Salary
- Unknown
Employment
- Started 04/25/2021
Records
Financial Disclosure Details - OGE Form 278e (03/04/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | senior fellow (and previously, executive vice president for policy) | 1/2021 | |
2 | New York, New York | research fellow, Institute for Corporate Governance and Finance | 1/2021 | |
3 | Washington, District of Columbia | fellow | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Center for American Progress | Salary | $130,000 | |
2 | New York University School of Law | Salary | $116,500 | |
3 | Groundwork Collaborative | Salary/Bonus | $26,250 | |
4 | T. Rowe Price Roth IRA | |||
4.1 | Equity Index 500 | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | T. Rowe Price Traditional IRA | |||
5.1 | Retirement 2050 Fund | $1,001 - $15,000 | $201 - $1,000 | |
6 | NYU Retirement Plan (TIAA-CREF) | |||
6.1 | Vanguard Institutional Target Retirement 2050 Institutional | $1,001 - $15,000 | None (or less than $201) | |
7 | CAP 401(k) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2018 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Fellow. | |
2 | New York, New York | Research Fellow | |
3 | Washington, District of Columbia | Fellow |
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 | Washington, DC residence | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | DoubleLine Core Fixed Income I ( | $15,001 - $50,000 | $201 - $1,000 | |
3 | Schwab US Aggregate Bond Index Fund (SWAGX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | $201 - $1,000 | |
6 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $100,001 - $250,000 | $1,001 - $2,500 | |
7 | Wells Fargo Crown Banking Checking Account | $50,001 - $100,000 | None (or less than $201) | |
8 | Wells Fargo Way2Save | $1,001 - $15,000 | None (or less than $201) | |
9 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2017 | 30-year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | Rented out DC residence during move to New York |
8 | 1 | This is on the home that is typically my personal residence, but that I have been renting out since early 2020 while living in Brooklyn. |
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