Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $6.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Waltham, Massachusetts | Professor or Dean | Present | |
2 | Cambridge, Massachusetts | Co-Director | Present | |
3 | Cambridge, Massachusetts | Lecturer | Present | |
4 | Washington, District of Columbia | Committee member | 10/2020 | |
5 | Champaign, Illinois | Executive Board member | 12/2021 | |
6 | Oakland, California | Consultant | 12/2020 | |
7 | Boston, Massachusetts | Advisory Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Heller School for Social Policy & Management, Brandeis University | Salary | $370,163 | |
2 | Harvard Law School Labor and Worklife Program | Consulting Fees | $5,500 | |
3 | The Worker's Lab | Consulting Fees | $9,600 | |
4 | SEP IRA | |||
4.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
6 | "Turning the Tide", XanEdu Press (value not readily ascertainable) | Rent or Royalties | $1,001 - $2,500 | |
7 | “A Stitch in Time”, Oxford University Press, 1999 (value not readily ascertainable) | Rent or Royalties | None (or less than $201) | |
8 | “Full Disclosure,” Cambridge University Press, 2007 (value not readily ascertainable) | Rent or Royalties | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Waltham, Massachusetts | I will step down as Dean and take a leave of absence as a Professor at Brandeis. I currently receive use of office space, research assistants, and research facilities, as well as access to the university gym and healthcare facilities. These services will discontinue during my leave of absence. . However, during the leave of absence the University will continue to pay for my group life insurance coverage. | 4/2021 | |
2 | Waltham, Massachusetts | I will continue to participate in this defined contribution plan (SEP IRA). The plan sponsor will not make further contributions after my separation. | 8/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Waltham, Massachusetts | Served as Dean for the Heller School at Brandeis overseeing a $33 million budget; 185 faculty, researchers, and staff and a graduate student body of 500. Undertake leadership, management, and administrative duties as the principal officer of the school and leadership roles at the university level. | |
2 | Oakland, California | Provided consulting and advice on a project looking at how provision of emergency funds for low wage workers would operate and the type of emergencies those funds would be applied. Provided methodological and institutional advice on the project. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Boston Children's Hospital (Non-profit health care institution) | salary | ||
2 | Boston Children's Hospital 403(b) Retirement Account | |||
2.1 | Fidelity Freedom 2020 Fund Class K Shares (FSNOX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Cash Balance Pension Plan--Boston Children's Hospital | $50,001 - $100,000 | None (or less than $201) | |
4 | SEP IRA | |||
4.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Rollover IRA | |||
5.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $50,001 - $100,000 | None (or less than $201) | |
5.3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Delta Air Lines, Inc. (DAL) | $1,001 - $15,000 | None (or less than $201) | |
3 | United Parcel Service, Inc. (UPS) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank account #1 (savings) | $15,001 - $50,000 | Interest | $201 - $1,000 |
5 | Xcel Energy, Inc. (XEL) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
6 | U.S. bank account #2 (Checking / Savings) | $15,001 - $50,000 | Interest | $201 - $1,000 |
7 | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Weil Family Irrevocable Trust (Northwest Whole Life Insurance) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Mortgage | $250,001 - $500,000 | 2020 | 10 |
2 | Chase Mortgage | $250,001 - $500,000 | 2018 | 15 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | Non-compensated position. |
1 | 4 | Non-compensated position. |
1 | 5 | Non-compensated position. |
1 | 7 | Non-compensated position. |
8 | 2 | This mortgage was refinanced into the one listed at line 1 in 2020. |
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