Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $6.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (09/22/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Managing Director
Present
2
Columbia, Maryland
President
2/2020
3
Washington, District of Columbia
Founder and Principal
Present
4
Shelburne Falls, Massachusetts
Manager
Present
5
Shelburne Falls, Massachusetts
Director
Present
6
Easton, Maryland
Trustee
Present
7
Washington, District of Columbia
Advisor, HUD/FHFA Agency Review Team
1/2021
8
Washington, District of Columbia
Member, Board of Governors
Present
9
Washington, District of Columbia
Member, Board of Trustees
10/2020
10
Silver Spring, Maryland
Member, Board of Directors
2/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Blue Meridian Partners (philanthropy)
Salary/Bonus
$402,247
2
Enterprise Community Partners (nonprofit affordable housing organization)
Salary/Bonus
$150,949
3
Uplook Advisors LLC (Strategic advisors to nonprofits and philanthropy)
$1,001 - $15,000
LLC Distribution
$127,180
4
IRA
4.1
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
4.2
Albany International Corp. (AIN)
$15,001 - $50,000
None (or less than $201)
4.3
Applied Materials, Inc. (AMAT)
$15,001 - $50,000
None (or less than $201)
4.4
Amgen Inc. (AMGN)
$15,001 - $50,000
None (or less than $201)
4.5
Aptiv PLC (APTV)
$15,001 - $50,000
None (or less than $201)
4.6
American Express Co. (AXP)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
7/2020
2
Washington, District of Columbia
My consulting business is currently inactive and will remain inactive during my appointment. All outstanding client fees will be fixed before I enter government service.
1/2021
3
New York, New York
Pursuant to my employment agreement, I will receive a performance-based bonus for services rendered during the most recent fiscal year. This bonus is expected to be paid in November 2021.
9/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
I am a Managing Director, and in that capacity I am responsible for developing a pipeline of investments, conducting due diligence, and making those investments.
2
Columbia, Maryland
As President of Enterprise Community Partners, I was a key member of the executive team and was responsible for leadership of our programmatic and policy work nationally.
3
Washington, District of Columbia
As the principal of Uplook Advisors, I provided consulting services to two primary clients on a range of issues related to affordable housing, community development, economic mobility and climate change.
4
New York, New York
Consulting services (client of Uplook Advisors LLC)
5
Washington, District of Columbia
Consulting services (client of Uplook Advisors LLC)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Public Insights Corp. LLC (Strategic advising)
$1,001 - $15,000
LLC distribution
2
Groundswell (clean energy nonprofit)
salary
3
McKinsey & Company 401k:
3.1
McKinsey PSRP Special Situations
$15,001 - $50,000
None (or less than $201)
3.2
McKinsey PSRP Special Situations - Enhanced Liquidity
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Family Irrevocable Trust
1.1
Fidelity Government Cash Reserves (FDRXX)
None (or less than $1,001)
None (or less than $201)
1.2
Kohl's Corp., bonds
$1,001 - $15,000
Interest Capital Gains
$201 - $1,000
1.3
AbbVie, Inc. (ABBV)
$15,001 - $50,000
Dividends
$1,001 - $2,500
1.4
B&G Foods, Inc. (BGS)
$15,001 - $50,000
Dividends Capital Gains
$2,501 - $5,000
1.5
Compass Diversified (CODI)
$15,001 - $50,000
Dividends
$2,501 - $5,000
1.6
Chevron Corp. (CVX)
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
Clearway Energy, Inc. (CWEN-A)
$15,001 - $50,000
None (or less than $201)
1.8
Dow, Inc. (DOW)
$15,001 - $50,000
Dividends Capital Gains
$5,001 - $15,000
1.9
Duke Energy Corp. (DUK)
$1,001 - $15,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Lakeview Loan Servicing
$500,001 - $1,000,000
2020
30 years
2
Interior Federal Credit Union
$15,001 - $50,000
2013
20 years
3
Ally Bank
$500,001 - $1,000,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
5
This LLC does not currently hold any assets
1
7
Uncompensated.
6
6
I am a shareholder with many other members of my family, but not a director or manager of the LLC.
6
7
I am a shareholder in this family LLC, but not a director. It manages land. This is a good faith estimate of my proportionate share of the value of the land managed by this LLC.
8
3
This mortgage was paid in October 2020.

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