Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $2.9 M
Salary
- Unknown
Employment
- Started 02/08/2021
Financial Disclosure Details - OGE Form 278e (03/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | SVP, Kissinger Chair, Director, International Security Program | 1/2021 | |
2 | Washington, District of Columbia | Donald Marron Scholar | 2/2021 | |
3 | Alexandria, Virginia | Principal and co- owner | 2/2021 | |
4 | El Segundo, California | Member, Board of Trustees | 2/2021 | |
5 | Annapolis, Maryland | Member, Board of Directors | 2/2021 | |
6 | Washington, District of Columbia | Senior Advisor | 2/2021 | |
7 | Washington, District of Columbia | Head of the Department of Defense agency review team | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Henry A. Kissinger Center for Global Affairs, Johns Hopkins University School of Advanced International Studies | Salary | $9,833 | |
2 | Center for Strategic and International Studies | Salary/Bonus | $33,996 | |
3 | Center for Strategic and International Studies - 403(b) account | |||
3.1 | TIAA-CREF Social Choice Equity T4 (Variable Annuity) | |||
3.1.1 | TIAA-CREF Social Choice Equity Fund (Institutional) (TISCX) | $250,001 - $500,000 | None (or less than $201) | |
3.2 | TIAA-CREF Social Choice Equity Fund (Institutional) (TISCX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | CREF Bond Market R2 (QCBMPX) | $50,001 - $100,000 | None (or less than $201) | |
3.4 | Vanguard Inflation Protected Securities Fund Admiral (VAIPX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | CREF Social Choice R2 (QCSCPX) | None (or less than $1,001) | None (or less than $201) | |
4 | Roth IRA |
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. | 8/2006 | |
2 | Alexandria, Virginia | Upon confirmation, I resigned my position with the LLC, and ceased to provide services to the LLC, or any client. All amounts owed to me by my clients were fixed before I assumed the duties. In addition, the LLC removed my name and any and all references to my affiliation with the LLC in all advertising or promotional materials, publications, invoice forms, firm letterhead, photographs and biographies on all public-facing website | 2/2021 |
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 | The Mabus Group LLC (Management consulting) | $500,001 - $1,000,000 | business income | |
2 | H4E, LLC (Management and Technical Consulting) | $100,001 - $250,000 | business income | |
3 | Roth IRA | |||
3.1 | Dodge & Cox Income Fund (DODIX) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. Green Building Council: 401(k) | |||
4.1 | Principal Core Fixed Income R5 Fund (PIOQX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Calvert Equity R6 Fund (CEYRX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US credit union (cash: savings and checking) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
2 | US bank #2 (cash: checking) | $1,001 - $15,000 | None (or less than $201) | |
3 | VA invest 529 savings plan #1 | |||
3.1 | 2021 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | VA invest 529 savings plan #2 | |||
4.1 | 2021 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navy Federal Credit Union | $500,001 - $1,000,000 | 2020 | 30 year |
2 | Navy Federal Credit Union | $500,001 - $1,000,000 | 2019 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Paid in full as part of 2020 refinancing |
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