Ryan Whalen
Special Assistant To The President And Senior Advisor For Implementation
Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.5 M
Salary
- Unknown
Employment
- Started 11/13/2023
Records
Financial Disclosure Details - OGE Form 278e (12/13/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Trustee | Present | |
2 | Bloomberg Philanthropies (Manhattan West, LLC) | New York, New York | Senior Advisor | 11/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Bloomberg Philanthropies (Manhattan West LLC) | salary | $737,396 | |
2 | The Rockefeller Foundation 401k | |||
2.1 | VFORX Vanguard Target Retirement 2040 Fund | $250,001 - $500,000 | None (or less than $201) | |
3 | Bloomberg Philanthropies (Manhattan West LLC) 401k | |||
3.1 | BlackRockLifePath 2045 Index Fund K | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Bloomberg Philanthropies (Manhattan West) | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2020 |
2 | The Rockefeller Foundation | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2014 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Bloomberg Philanthropies (Manhattan West LLC) | New York, New York | Develop and manage foundation initiatives |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Covington & Burling (Law firm) | salary, bonus | ||
2 | Vanguard Roth IRA | |||
2.1 | VPMAX Vanguard PRIMECAP ADMIRAL CL | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VWILX VANGUARD INTL GROWTH ADMIRAL CL | $1,001 - $15,000 | None (or less than $201) | |
2.3 | VWNAX VANGUARD WINDSOR II ADMIRAL CL | $1,001 - $15,000 | None (or less than $201) | |
2.4 | VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | |
3 | US Treasury Series I Bonds | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | US Treasury Series I Bonds | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | US Treasury Series I Bonds | $1,001 - $15,000 | $201 - $1,000 | |
6 | First Trust Capital Strength ETF (FTCS) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | |
8 | DC College Savings 2040 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
9 | DC College Savings 2040 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
10 | U.S. bank #1 (cash) | $100,001 - $250,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SoFi Bank | $15,001 - $50,000 | 2022 | 3 years |
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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