Adair Morse
Deputy Assistant Secretary Of Capital Access
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.4 M - $5.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/29/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
University of California - Berkeley
Berkeley, California
Assistant Professor
2/2021
2
Oslo
Expert Panel Member for yearly panel
12/2020
3
Washington, District of Columbia
Consultant for a Report
3/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of California - Berkeley
Salary
$391,897
2
Ministry of Finance - Norway
Payment for 1 day of expert panel presentation plus preparation of assessments.
$4,085
3
International Finance Corporation
Consulting Fees
$3,500
4
University of California 403(B)
4.1
NON40OJNWUC PATHWAY 2030
$250,001 - $500,000
None (or less than $201)
4.2
NON40OR82UC REAL ESTATE FUND
$15,001 - $50,000
None (or less than $201)
5
University of California DCP
5.1
NON40OJNWUC PATHWAY 2030
$15,001 - $50,000
None (or less than $201)
5.2
NON40OR82UC REAL ESTATE FUND
$15,001 - $50,000
None (or less than $201)
6
University of California 457(B)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
University of California - Berkeley
Berkeley, California
I am currently on an unpaid leave of absence. The leave is until December 2021 and may be renewed.
2/2021
2
University of California 403(B)
Berkeley, California
I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions.
7/2012
3
Berkeley, California
I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions.
7/2012
4
University of California 457(B)
Berkeley, California
I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions.
7/2012
5
Berkeley, California
I am on leave from my academic job and my defined benefit pension plan is on hold. I am vested and qualify for $1,200/month at the age of 65.
7/2013
6
TIAA - University of Chicago
Chicago, Illinois
I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions.
7/2007
7
TIAA - University of Chicago Supplemental
Chicago, Illinois
I continue to participate in this defined contribution plan, but neither I nor the University make any further contributions.
7/2007

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
University of California - Berkeley
Berkeley, California
Assistant Professor

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Chase (Cash Account)
$100,001 - $250,000
None (or less than $201)
2
Vanguard Brokerage (Cash)
$1,001 - $15,000
None (or less than $201)
3
Inherited IRA
3.1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
3.2
Invesco S&P 500 Low Volatility ETF (SPLV)
$1,001 - $15,000
None (or less than $201)
3.3
Invesco Variable Rate Preferred ETF (VRP)
$1,001 - $15,000
None (or less than $201)
3.4
iShares 1-3 Year Treasury Bond ETF (SHY)
$1,001 - $15,000
None (or less than $201)
3.5
iShares Aaa - A Rated Corporate Bond ETF (QLTA)
$1,001 - $15,000
None (or less than $201)
3.6
iShares Broad USD High Yield Corporate Bond ETF (USHY)
$1,001 - $15,000
None (or less than $201)
3.7
iShares Core S&P Small-Cap ETF (IJR)
$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
Chase
$15,001 - $50,000
2013
30 year

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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