Elizabeth E Alexander
Deputy Assistant to the President and Communications Director for the First Lady
Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $9.0 M
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Bethesda, Maryland | CEO | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | FTI Consulting, 401K plan | |||
1.1 | Schwab Target 2050 Index Fund (SWYMX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Listen Strategies | Consulting Fees | $5,000 | |
3 | SEP IRA | |||
3.1 | Fidelity Freedom 2040 Fund | $15,001 - $50,000 | None (or less than $201) | |
3.2 | U.S. brokerage sweep account (cash) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2013 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Greenlight Strategies, LLC (consulting) | $1,000,001 - $5,000,000 | Business income | |
2 | SEP IRA | |||
2.1 | Fidelity Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity SAI Emerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Fidelity Advisor High Income Fund Class I (FGTMX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Strategic Advisers Fidelity Core Income Fund (FIWGX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Magellan Fund (FMAGX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | New Hampshire 529 Plan (Child 1) | |||
3.1 | 2033 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
4 | Fidelity, variable annuity | None (or less than $201) | ||
4.1 | Fidelity VIP FundsManager 85 (FMPDC) | $100,001 - $250,000 | None (or less than $201) | |
5 | Brokerage account | |||
5.1 | Fidelity Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | iShares MSCI EAFE Min Vol Factor ETF (EFAV) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | iShares MSCI EAFE Growth ETF (EFG) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | Income earned prior to government service. |
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