Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.6 M
Salary
- Unknown
Employment
- Started 02/10/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Fundraising | 2/2021 | |
2 | Switzer Consulting Group | Chicago, Illinois | Founder and Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Biden-Harris Transition | Salary | $12,030 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | United Airlines | salary, bonus, Long Term Incentive Stock Plan, 401K plan. ~$50K is annually put in my LTIP account which I have included in that account. | $282,000 | |
2 | United Airlines LTIP | $100,001 - $250,000 | Incentive plan, where an annual amount equivalent to 25% of my spouse's salary (~$50K) is invested in United stock that vests over 3 years. There's no dividend paid on the stock in the plan, but there is an annual grant and vesting of prior year grants. P | $50,000 |
3 | Vanguard Traditional IRA | None (or less than $201) | ||
3.1 | Vanguard Small Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard Rollover IRA | |||
4.1 | Vanguard Small Cap Index | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Roth IRA | |||
5.1 | Vanguard 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Vanguard Small Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
6 | United Airlines 401K |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Business Savings Account | $15,001 - $50,000 | None (or less than $201) | |
2 | Business Checking Account | $15,001 - $50,000 | None (or less than $201) | |
3 | Savings Account #1 | $15,001 - $50,000 | None (or less than $201) | |
4 | Checking Account #1 | $15,001 - $50,000 | None (or less than $201) | |
5 | Checking Account #2 | $50,001 - $100,000 | None (or less than $201) | |
6 | Joint Checking | $1,001 - $15,000 | None (or less than $201) | |
7 | E-Trade Brokerage | $15,001 - $50,000 | Dividends Capital Gains | $2,501 - $5,000 |
8 | E-Trade Brokerage: Bristol Myers Squibb | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
9 | E-Trade Brokerage: Charter Communications | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
10 | E-Trade Brokerage: Hershey Foods | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
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 |
|---|---|---|
1 | 2 | I started my consulting business Switzer Consulting Group in 2018 as an S-Corp entity. I wound down my clients once I was with the Biden-Harris Transition and remain dormant. Given the time period of 2 calendar years I put from January 2019 onward, but happy to provide additional information. |
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