Julianne C C Smith
U.S. Permanent Representative on the Council of North Atlantic Treaty Organization (NATO) w/rank of Ambassador
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $3.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/19/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director, Asia and Geopolitics Program
7/2020
2
WASHINGTON, District of Columbia
Senior Advisor
7/2020
3
Berlin, Germany, Outside U.S.
Weizsaecker Fellow
7/2019
4
Washington, District of Columbia
Deputy for Policy
1/2021
5
Washington, District of Columbia
Trustee
1/2021
6
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
German Marshall Fund of the United States
Salary
$118,991
2
WestExec Advisors (geopolitical and advisory services firm)
Consulting Fees
$34,100
3
IRA#1 Rollover
3.1
ISHARE's CORE S&P small CAP E
$1,001 - $15,000
None (or less than $201)
3.2
ISHARES INC ESG AWR MSCI EM
$15,001 - $50,000
None (or less than $201)
3.3
ISHARES S&P Global Technology Sector
$15,001 - $50,000
None (or less than $201)
3.4
ISHARES S&P 500
$100,001 - $250,000
None (or less than $201)
3.5
ISHARES TR EAFE GRWTH EIF
$15,001 - $50,000
None (or less than $201)
3.6
ISHARES TR ESG Aware MSCI USA
$50,001 - $100,000
None (or less than $201)
3.7
ISHARES TR MSCI USA MIN VOL
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Valley Forge, Pennsylvania
I will continue to participate in this defined contribution plan although no further contributions will be made by the plan sponsor.
9/2016
2
New York, New York
CREF #1 - I will continue to participate in this defined contribution plan. The plan sponsor no longer makes any contributions.
3/2000
3
New York, New York
TIAA #1 and #2 - - I participate in two defined contribution plans whose asset is combined and reported on Part 2, Line 6. The plan sponsor does not make contributions to the plans.
4/2003
4
New York, New York
CREF #2 - I will continue to participate in this defined contribution plan. The plan sponsor no longer makes any contributions.
3/2000

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Employed as Director of the Asia and Geopolitics Programs
2
WASHINGTON, District of Columbia
Employed as a Senior Advisor.
3
Berlin, Outside U.S.
Served as a Fellow at the Academy from July 2018 to July 2019.
4
Chicago, Illinois
Boeing was a client at WestExec Advisors for whom I worked. My billable work for this client in both 2019 and 2020 exceeded $5,000 each year.
5
Tokyo, Outside U.S.
Soft Bank was a client at WestExec Advisors. My billable work for that client exceeded $5,000 in both 2019 and 2020.
6
Washington, District of Columbia
Employed by the Biden-Harris Transition Team

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA
1.1
Fidelity Select Biotechnology Mutual Fund
$50,001 - $100,000
None (or less than $201)
2
IRA - Roth
2.1
Vanguard Global Equity Fund
$1,001 - $15,000
None (or less than $201)
3
IRA - Traditional
3.1
Vanguard High-Yield Corporate Fund Investor Shares (VWEHX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Amgen Inc. (AMGN)
$1,001 - $15,000
Dividends
$201 - $1,000
2
Broadcom, Inc. (AVGO)
$1,001 - $15,000
None (or less than $201)
3
Deere & Co. (DE)
$15,001 - $50,000
None (or less than $201)
4
Intel Corp. (INTC)
$1,001 - $15,000
Dividends
$201 - $1,000
5
Oracle Corp. (ORCL)
$15,001 - $50,000
Dividends
$201 - $1,000
6
Alkermes Plc (ALKS)
$1,001 - $15,000
None (or less than $201)
7
American Express Co. (AXP)
$1,001 - $15,000
None (or less than $201)
8
Citigroup, Inc. (C)
$1,001 - $15,000
None (or less than $201)
9
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
10
The Coca-Cola Co. (KO)
$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
Wells Fargo
$500,001 - $1,000,000
2016
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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