Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.6 M
Salary
- Unknown
Employment
- Started 11/18/2021
Records
Financial Disclosure Details - OGE Form 278e (04/19/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director, Asia and Geopolitics Program | 7/2020 | |
2 | WASHINGTON, District of Columbia | Senior Advisor | 7/2020 | |
3 | Berlin, Germany, Outside U.S. | Weizsaecker Fellow | 7/2019 | |
4 | Washington, District of Columbia | Deputy for Policy | 1/2021 | |
5 | Washington, District of Columbia | Trustee | 1/2021 | |
6 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | German Marshall Fund of the United States | Salary | $118,991 | |
2 | WestExec Advisors (geopolitical and advisory services firm) | Consulting Fees | $34,100 | |
3 | IRA#1 Rollover | |||
3.1 | ISHARE's CORE S&P small CAP E | $1,001 - $15,000 | None (or less than $201) | |
3.2 | ISHARES INC ESG AWR MSCI EM | $15,001 - $50,000 | None (or less than $201) | |
3.3 | ISHARES S&P Global Technology Sector | $15,001 - $50,000 | None (or less than $201) | |
3.4 | ISHARES S&P 500 | $100,001 - $250,000 | None (or less than $201) | |
3.5 | ISHARES TR EAFE GRWTH EIF | $15,001 - $50,000 | None (or less than $201) | |
3.6 | ISHARES TR ESG Aware MSCI USA | $50,001 - $100,000 | None (or less than $201) | |
3.7 | ISHARES TR MSCI USA MIN VOL | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Valley Forge, Pennsylvania | I will continue to participate in this defined contribution plan although no further contributions will be made by the plan sponsor. | 9/2016 | |
2 | New York, New York | CREF #1 - I will continue to participate in this defined contribution plan. The plan sponsor no longer makes any contributions. | 3/2000 | |
3 | New York, New York | TIAA #1 and #2 - - I participate in two defined contribution plans whose asset is combined and reported on Part 2, Line 6. The plan sponsor does not make contributions to the plans. | 4/2003 | |
4 | New York, New York | CREF #2 - I will continue to participate in this defined contribution plan. The plan sponsor no longer makes any contributions. | 3/2000 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Employed as Director of the Asia and Geopolitics Programs | |
2 | WASHINGTON, District of Columbia | Employed as a Senior Advisor. | |
3 | Berlin, Outside U.S. | Served as a Fellow at the Academy from July 2018 to July 2019. | |
4 | Chicago, Illinois | Boeing was a client at WestExec Advisors for whom I worked. My billable work for this client in both 2019 and 2020 exceeded $5,000 each year. | |
5 | Tokyo, Outside U.S. | Soft Bank was a client at WestExec Advisors. My billable work for that client exceeded $5,000 in both 2019 and 2020. | |
6 | Washington, District of Columbia | Employed by the Biden-Harris Transition Team |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Select Biotechnology Mutual Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA - Roth | |||
2.1 | Vanguard Global Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA - Traditional | |||
3.1 | Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Amgen Inc. (AMGN) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | |
3 | Deere & Co. (DE) | $15,001 - $50,000 | None (or less than $201) | |
4 | Intel Corp. (INTC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Oracle Corp. (ORCL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | Alkermes Plc (ALKS) | $1,001 - $15,000 | None (or less than $201) | |
7 | American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | |
8 | Citigroup, Inc. (C) | $1,001 - $15,000 | None (or less than $201) | |
9 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
10 | The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2016 | 30 year |
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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