Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.2 M
Salary
- Unknown
Employment
- Started 08/01/2022
Financial Disclosure Details - OGE Form 278e (04/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Seldon Advisory Services, LLC | Atlanta, Georgia | Chief Executive Officer | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seldon Advisory Services, LLC | Atlanta, Georgia | Managing partner (CEO). | 7/2016 |
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 | Emory University (College-level institution) | Annual Salary and Summer Research. | ||
2 | Emory University #2 | |||
2.1 | Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | John Hancock Funds III Disciplined Value Fund Class R6 Shares (JDVWX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Target Retirement Income Fund Investor Class Shares (VTINX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Harbor Capital Appreciation Fund Retirement Class Shares (HNACX) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | PGIM Total Return Bond Fund Class A Shares (PDBAX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | MFS Mid Cap Value Fund Class R3 Shares (MVCHX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Fidelity Contrafund K6 Fund (FLCNX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TIAA CREF (Whole Life Insurance #1) | $100,001 - $250,000 | ||
2 | Mass Mutual (Whole Life Insurance #2) | $250,001 - $500,000 | ||
3 | Residential real estate (Ft. Lauderdale, FL) | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
4 | U.S. Bank #1 (cash) | $15,001 - $50,000 | ||
5 | U.S. Bank #2 (cash) | $1,001 - $15,000 | ||
6 | Principal (10-year term Life Insurance) | $250,001 - $500,000 |
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 |
|---|---|---|
Filer's Information | 1 | I am Acting Deputy Chief Information Officer for the Electronic Health Record Modernization, Integration Office since Dec 2021. |
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