Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $5.5 M
Salary
- Unknown
Employment
- Started 12/05/2021
Records
Financial Disclosure Details - OGE Form 278e (01/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Director of Development | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | AECOM | Consulting Fees | $572,231 | |
2 | Vanguard Employee Benefit Index | $50,001 - $100,000 | None (or less than $201) | |
3 | AECOM Small Cap Value FD | $15,001 - $50,000 | None (or less than $201) | |
4 | AECOM Stable Value | $1,001 - $15,000 | None (or less than $201) | |
5 | AECOM Stock | $15,001 - $50,000 | None (or less than $201) | |
6 | DFA Global Real Estate | $15,001 - $50,000 | None (or less than $201) | |
7 | The Oakmark Fund Investor | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Developed Markets | $50,001 - $100,000 | None (or less than $201) | |
9 | Vanguard Explorer Fund | $15,001 - $50,000 | None (or less than $201) | |
10 | Vanguard Extended Market Index | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2015 | |
2 | Massachusetts Bay Transptation Authority | Boston, Massachusetts | I no longer participate in this defined contribution plan. | 10/2004 |
3 | Massachusetts Retirement Board | Boston, Massachusetts | I will continue to participate in this defined benefit plan. | 8/1989 |
4 | Commonwealth of Massachusetts Government | Boston, Massachusetts | I no longer participate in this defined contribution plan. | 10/2000 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Boston, Massachusetts |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Veolia North America | salary | ||
2 | IRA #1 | |||
2.1 | Ishares Iboxx | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Ishares MBS ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Ishares Inc | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Ishares TR Core | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Small Cap Value | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Small Cap | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard Value ETF | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Vanguard Growth ETF | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 529 | |||
1.1 | Fidelity MA Portfolio 2021 | $100,001 - $250,000 | None (or less than $201) | |
2 | Savings Account | $250,001 - $500,000 | None (or less than $201) | |
3 | Checking Account | $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 |
|---|---|---|
Nothing reported in this section | ||
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