Observations
- Lobbyist
Estimated Net Worth
- $338 K - $1.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (01/18/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Foreign Policy Director | Present | |
2 | Washington, District of Columbia | Volunteer | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Open Society Foundations | Salary/bonus | $277,000 | |
2 | Oxfam America, defined contribution plan | |||
2.1 | Mutual of America Equity Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Mutual America Aggressive Allocation | $1,001 - $15,000 | None (or less than $201) | |
3 | Human Rights Watch, defined contribution plan | |||
3.1 | Touchstone Sml Company Y | $15,001 - $50,000 | None (or less than $201) | |
3.2 | JPMorgan Emerging Markets Equity Fund Class R6 Shares (JEMWX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Parnassus Core Equity Ins | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Putnam Large Cap Value Fund R6 (PEQSX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Vang Ttl Intl Stk Idx Adm | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2019 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor has not made any contributions into this account since I left in 2007. | 6/2003 | |
3 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor has not made any contributions into this account since I left in 2019. | 8/2012 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | I manage a team of 10-12 people and help guide our strategy for engaging the US government, both directly and indirectly via grantmaking on a range of US foreign policy and national security issues. I advise colleagues and partners on the same and regularly brief media, think tanks, and government officials on core issues related to an open society. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 180 Studio LLC (education consulting and school design) | $100,001 - $250,000 | salary, LLC distribution | |
2 | Freedom Forum 401k | |||
2.1 | MFS International Intrinsic Value R4 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | T Rowe Price Midcap Growth | $1,001 - $15,000 | None (or less than $201) | |
2.3 | T Rowe Price New Horizons | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity 500 Index | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Fidelity Small Cal Discovery Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Berkeley Carroll School 401K | |||
3.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
3.2 | CREF Stock R2 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | NY's 529 | |||
3.1 | Aggressive Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Mid-Cap Stock Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Small-Cap Stock Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | Joint Investment Account | |||
4.1 | U.S. bank #4 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | ISHARES RUSSELL 1000 GROWTH | $15,001 - $50,000 | None (or less than $201) | |
4.3 | SPDR GOLD TRUST GLD: NYSE ARCA | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PenFed Credit Union | $1,000,001 - $5,000,000 | 2020 | 30 years |
2 | Wells Fargo | $1,000,001 - $5,000,000 | 2018 | 30 year fixed |
3 | Next Mark Credit Union | $250,001 - $500,000 | 2021 | On Demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | I was the "navigator" for Ambassador Power, nominated to be USAID Administrator. |
8 | 2 | Fully paid off in August 2020, when we refinanced. |
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