Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.4 M - $9.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/06/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Equity Partner
Present
2
Chicago, Illinois
Co-Chair of the Leadership Development Program
Present
3
Chicago, Illinois
Co-Chair of the Senior Board of Editors
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
ROTH IRA
1.1
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.2
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
2
IRA
2.1
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
2.2
Activision Blizzard, Inc. (ATVI)
$1,001 - $15,000
None (or less than $201)
2.3
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
2.4
Advanced Micro Devices, Inc. (AMD)
$1,001 - $15,000
None (or less than $201)
2.5
Airbnb, Inc. (ABNB)
$1,001 - $15,000
None (or less than $201)
2.6
Alibaba Group Holding Limited (BABA)
$1,001 - $15,000
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.
7/1995
2
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive my final partnership share distribution. The payment will be calculated based on my share of the firm's 2021 profits as of the close of the month preceding the date of withdrawal, less any amounts I have been paid by the firm towards that share as of the date of the withdrawal, and less contributions to be made on my behalf to the firm’s retirement plan.
1/2002
3
New York, New York
Pursuant to the partnership agreement, within 6 months following my withdrawal from the firm, I will receive a lump-sum payment of my capital account. This payment will be calculated as of the date of my withdrawal.
1/2002

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Partner at the firm
2
Washington, District of Columbia
Legal services (client of Cohen, Weiss and Simon LLP)
3
New York, New York
Legal services (client of Cohen, Weiss and Simon LLP)
4
Burbank, California
Legal services (client of Cohen, Weiss and Simon LLP)
5
Los Angeles, California
Legal services (client of Cohen, Weiss and Simon LLP)
6
Ashburn, Virginia
Legal services (client of Cohen, Weiss and Simon LLP)
7
New York, New York
Legal services (client of Cohen, Weiss and Simon LLP)
8
Albany, New York
Legal services (client of Cohen, Weiss and Simon LLP)
9
New York, New York
Legal services (client of Cohen, Weiss and Simon LLP)
10
Bloomington, Indiana
Legal services (client of Cohen, Weiss and Simon LLP)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA
1.1
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
1.2
Activision Blizzard, Inc. (ATVI)
$1,001 - $15,000
None (or less than $201)
1.3
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
1.4
Advanced Micro Devices, Inc. (AMD)
$1,001 - $15,000
None (or less than $201)
1.5
Alibaba Group Holding Limited (BABA)
$1,001 - $15,000
None (or less than $201)
1.6
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
1.7
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
1.8
American Electric Power Co., Inc. (AEP)
$1,001 - $15,000
None (or less than $201)
1.9
American FundsGlobal Balanced Fund Class F2 Shares (GBLFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
1.2
Advanced Micro Devices, Inc. (AMD)
$1,001 - $15,000
None (or less than $201)
1.3
Airbnb, Inc. (ABNB)
$1,001 - $15,000
None (or less than $201)
1.4
Alibaba Group Holding Limited (BABA)
$1,001 - $15,000
None (or less than $201)
1.5
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
1.6
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
1.7
American Tower Corporation (REIT) (AMT)
$1,001 - $15,000
None (or less than $201)
1.8
American Water Works Co., Inc. (AWK)
$1,001 - $15,000
None (or less than $201)
1.9
Anthem, Inc. (ANTM)
$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
Bank of America
$250,001 - $500,000
2021
30 years
2
Bank of America
$250,001 - $500,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Associate attorney from May 1994 to December 2001 Non-equity partner in 2002 Equity partner from January 2003 to present Chair of the Firm's Management Committee from December 2020 to present
8
2
Mortgage paid off April 5, 2021

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