Estimated Net Worth
- $269 K - $735 K
Salary
- Unknown
Employment
- Started 04/18/2022
Financial Disclosure Details - OGE Form 278e (08/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
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 | Emergent Forest Finance Accelerator, Inc. (Former Employer) | salary | ||
2 | Marcum, LLP (employer) | salary | ||
3 | Marcum, LLP 401 K | $1,001 - $15,000 | None (or less than $201) | |
3.1 | VFIAX - Vanguard 500 Index Fund (401K Plan) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | VTRIX - Vanguard International Value Fund (401K Plan) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | VMCIX - Vanguard Mid-Cap Index Fund (401K Plan) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | VSCIX - Vanguard Small-Cap Index Fund (401K Plan) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | VEMAX - Vanguard Emerging Markets Index Fund | $50,001 - $100,000 | ||
2 | VHYAX - Vanguard Dividend Yield Index Fund | $50,001 - $100,000 | ||
3 | VTMGX - Vanguard Developed Markets Index Fund | $50,001 - $100,000 | ||
4 | VYMI - Vanguard International High Yield Dividend Fund | $50,001 - $100,000 | ||
5 | VMFXX - Vanguard Federal Money Market Fund | $1,001 - $15,000 | ||
6 | VanEck Vectors Gold Miners ETF (GDX) | $1,001 - $15,000 | ||
7 | Global X Silver Miners ETF (SIL) | $1,001 - $15,000 | ||
8 | iShares Gold Trust (IAU) | $15,001 - $50,000 | ||
9 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | ||
10 | VGPMX - Global Capital Cycles Fund | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $15,001 - $50,000 | 2006 | 30 |
2 | U.S. Department of Education, NATIONAL STUDENT LOAN DATA SYSTEM | $250,001 - $500,000 | 2009 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | Currently serving as interim General Counsel. Once the new General Counsel is hired, I will be assuming my role as Associate General Counsel again. |
6 | 11 | Dependent Child2 529 Plan |
6 | 12 | Dependent Child1 529 Plan |
8 | 1 | Undergrad Loan |
8 | 2 | Law School Loan |
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