Estimated Net Worth
  • estimated net worth
    $545 K - $1.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278 Termination (01/04/2020)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York City, New York
I continued to participate in these defined contribution plans (Items 1, 2-7, and 9-10 in Part 2). The plan sponsor did not make further contributions after my separation except for final rollovers from the Partners' Cash Balance Retirement Plan (a defined benefit plan) that were rolled over to a defined contribution plan. (Items 2-6, and 9-10 in Part 2)
10/2013
2
New York City, New York
I received lump sum payment from the firm of the Partners' Cash Balance Retirement Plan (defined benefit plan) following withdrawal from the firm and subsequent final rollovers that were rolled over into a defined contribution plan (Items 2-6, and 9-10 in part 2).
10/2014
3
New York City, New York
I continued to participate in the Employees' Retirement Plan (defined benefit plan). The plan is frozen and there have been no additional accruals since 2010.
5/2009
4
New York City, New York
Following my withdrawal from the firm in 2017, I received final payment of my 2016 and 2017 distributions. The pro rata share was calculated as of the date of my withdrawal and was made after my departure in 2017, subject to a withholding for estimated state tax liabilities for FY16 and FY17. The excess amount that was withheld was refunded in May 2019.
2/2017
5
New York City, New York
I continued to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation. (Item 7 in Part 2)
5/2010

Financial Disclosure Details - OGE Form 278e (05/14/2019)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York City, New York
I continued to participate in these defined contribution plans (Items 1, 2-7, and 9-11 in Part 2). The plan sponsor did not make further contributions after my separation except for final rollovers from the Partners' Cash Balance Retirement Plan (a defined benefit plan) that were rolled over to a defined contribution plan. (Items 2-6, and 9-11 in Part 2)
10/2013
2
New York City, New York
I received lump sum payment from the firm of the Partners' Cash Balance Retirement Plan (defined benefit plan) following withdrawal from the firm and subsequent final rollovers that were rolled over into a defined contribution plan (Items 2-6, and 9-11 in part 2).
10/2014
3
New York City, New York
I continued to participate in the Employees' Retirement Plan (defined benefit plan). The plan is frozen and there have been no additional accruals since 2010.
5/2009
4
New York City, New York
Following my withdrawal from the firm in 2017, I received final payment of my 2016 and 2017 distributions. The pro rata share was calculated as of the date of my withdrawal and was made after my departure in 2017, subject to a withholding for estimated state tax liabilities for FY16 and FY17. The excess amount that was withheld is being refunded in May 2019.
2/2017
5
New York City, New York
I continued to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation. (Item 7 in Part 2)
5/2010

Financial Disclosure Details - OGE Form 278e (05/15/2018)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York City, New York
Partner
6/2017

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York City, New York
The capital account was returned in a lump sum after my withdrawal from the firm and was calculated as of the date of withdrawal.
2/2017
2
New York City, New York
I continued to participate in these defined contribution plans (Items 3, 4-8, and 12-14 in Part 2). The plan sponsor did not make further contributions after my separation except for final rollovers from the Partners' Cash Balance Retirement Plan (a defined benefit plan) (#3 below) that were rolled over to a defined contribution plan. (Items 4-8, and 12-14 in Part 2)
10/2013
3
New York City, New York
I received lump sum payment from the firm of the Partners' Cash Balance Retirement Plan (defined benefit plan) following withdrawal from the firm and subsequent final rollovers that were rolled over into a defined contribution plan (Items 4-8, and 12-14 in part 2).
10/2014
4
New York City, New York
I continued to participate in the Employees' Retirement Plan (defined benefit plan). The plan is frozen and there have been no additional accruals since 2010.
5/2009
5
New York City, New York
I received final payment of my 2016 and 2017 distributions. The pro rata share was calculated as of the date of my withdrawal. The payment was made after my departure subject to a withholding for estimated state tax liabilities for FY16 and FY17, which was to be finalized in August 2017 and August 2018, respectively. Any excess amount that is withheld will be refunded when the taxes are finalized. The amount will be minimal.
2/2017
6
New York City, New York
I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation. (Item 9 in Part 2)
5/2010

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