Elizabeth Kelly
Special Assisant to the President for Economic Policy
Estimated Net Worth
- $299 K - $891 K
Salary
- $130 K
Employment
- Started 01/18/2022
Records
Financial Disclosure Details - OGE Form 278e (02/17/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | McLean, Virginia | VP, Growth, Capital One Investing | 12/2021 | |
2 | Washington, District of Columbia | Senior Policy Advisor | 1/2021 | |
3 | McLean, Virginia | Senior Director, United Income | 9/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Capital One | Severance | $250,633 | |
2 | PT Fund, Inc. | Salary | $11,801 | |
3 | Capital One, ESPP account | None (or less than $1,001) | $43,802 | |
4 | Capital One | Salary/Bonus | $450,468 | |
5 | JP Morgan Managed IRA | |||
5.1 | FIDELITY 500 INDEX-INST PRM | $15,001 - $50,000 | None (or less than $201) | |
5.2 | SIX CIRCLES US UNCONSTR EQ | $1,001 - $15,000 | None (or less than $201) | |
5.3 | SIX CIRCLES INTL UNCON EQ | $1,001 - $15,000 | None (or less than $201) | |
5.4 | FIDELITY INTL INDX-INST PRM | $1,001 - $15,000 | None (or less than $201) | |
5.5 | SIX CIRCLES GLOBAL BOND | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | McLean, Virginia | Ran growth team responsible for increasing assets under management. | |
2 | Washington, District of Columbia | Helped prepare economic policy agenda. |
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 | U.S. Bank (Cash) | $250,001 - $500,000 | Interest | $201 - $1,000 |
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 | 3 | Account consisted of Capital One stock shares which were divested before beginning Federal employment. |
2 | 8 | I had equity in my prior employer United Income, which sold to Capital One in July 2019. As part of the transaction, a portion of my equity was held in escrow and paid in February 2021. |
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