Estimated Net Worth
  • estimated net worth
    $43 K - $302 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (07/19/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Cleveland, Ohio
Principal
Present
2
Cleveland, Ohio
Member, Board of Directors
Present
3
Cleveland, Ohio
Board Member
Present
4
Lakewood, Ohio
Board Member
Present
5
Cleveland, Ohio
Adjunct Professor
Present
6
Cleveland, Ohio
Member, Treasurer
8/2021
7
Cleveland, Ohio
Member-at-large, Executive Board Member and Diversity Committee Chair
Present
8
Cleveland, Ohio
Member, Board of Directors
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Squire Patton Boggs LLP (law firm)
Salary/Bonus
$357,751
2
Chase IRA
2.1
iShares Core MSCIEmerging Markets ETF (IEMG)
None (or less than $1,001)
None (or less than $201)
2.2
Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity International Index Fund (FSPSX)
$1,001 - $15,000
None (or less than $201)
2.4
JPMorgan BetaBuilders Japan ETF (BBJP)
$1,001 - $15,000
None (or less than $201)
2.5
JPMorgan BetaBuilders Canada ETF (BBCA)
None (or less than $1,001)
None (or less than $201)
2.6
JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX)
None (or less than $1,001)
None (or less than $201)
2.7
JPMorgan BetaBuilders Europe ETF (BBEU)
None (or less than $1,001)
None (or less than $201)
2.8
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cleveland, Ohio
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
6/2019

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Cleveland, Ohio
Principal, White Collar and Government Investigations Group
2
New York, New York
Legal services
3
Hilliard, Ohio
Legal services
4
Bonita Springs, Florida
Legal services
5
Canton, Ohio
Legal services
6
Akron, Ohio
Legal services
7
Canton, Ohio
Legal services
8
Cleveland, Ohio
Legal services
9
Minerva, Ohio
Legal services
10
Atlanta, Georgia
Legal services

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. Savings Account (cash) #1
$1,001 - $15,000
None (or less than $201)
2
U.S. Savings Account (cash) #2
$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
$10,001 - $15,000
2005
Revolving
2
Department of Education/Mohela
$100,001 - $250,000
2005
20 years
3
Sallie Mae/Firstmark
$15,001 - $50,000
2005
20 years
4
Fifth Third Bank
$100,001 - $250,000
2017
15 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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