Joseph Zachary Vertin
Senior Policy Advisor, US Mission to the United Nations (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $5.4 M
Salary
- Unknown
Employment
- Started 01/15/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (06/20/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Princeton, New Jersey | Lecturer | 1/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TIAA-CREF | |||
1.1 | CREF Equity Index R1 | $1,001 - $15,000 | None (or less than $201) | |
1.2 | CREF Global Equities R1 | $1,001 - $15,000 | None (or less than $201) | |
1.3 | CREF Growth R1 | $1,001 - $15,000 | None (or less than $201) | |
1.4 | CREF Stock R1 | $1,001 - $15,000 | None (or less than $201) | |
1.5 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
2 | Brighthouse Financial Variable Annuities Series XTRA-Roth IRA | |||
2.1 | American Funds Balanced Allocation Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds Moderate Allocation Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Brighthouse Asset Allocation 40 Portfolio | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | International Crisis Group, TIAA-CREF | Washington / Brussels, District of Columbia | I no longer participate in this defined contribution plan. Prior contributions remain in active TIAA-CREF account reported separately. | 1/2007 |
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 | Brokerage Account | |||
1.1 | Lyft, Inc. (LYFT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Snap, Inc. (SNAP) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Energy Index Fund ETF Class Shares (VDE) | $1,001 - $15,000 | $201 - $1,000 | |
2 | US bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Brighthouse Financial Variable Annuities Series XC | |||
3.1 | Brighthouse/Artisan Mid Cap Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | T. Rowe Price Mid-Cap Growth Portfolio (Class B) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | BlackRock Ultra-Short Term Bond Portfolio (Class B) | $1,001 - $15,000 | 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 |
|---|---|---|
2 | 1 | 403(b) from a prior employer. |
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