Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $3.3 M - $7.7 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (04/29/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Alexandria, Virginia | CEO | Present | |
2 | Menlo Park, California | Managing Director | 10/2019 | |
3 | Great Falls, Virginia | Trustee | Present | |
4 | Alexandria, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Brzezinski Strategies LLC (business consulting, developing business alignments) | $50,001 - $100,000 | Salary and K-1 Income | $1,276,000 |
2 | McGuireWoods Retirement Savings Plan - held with T Rowe Price | |||
2.1 | T. Rowe Price Retirement 2030 Fund | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Hogan Lovells US LLP Retirement Savings Plan | |||
3.1 | Fidelity International Equity Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Fidelity Growth Company Fund Class K Shares (FGCKX) | $100,001 - $250,000 | None (or less than $201) | |
4 | China Development Forum, March 22, 2021, | Honorarium | $1,000 | |
5 | Skanska Honorarium, December 20, 2020 | Honorarium | $10,000 | |
6 | Makena Capital LLC: Fidelity 401(k) | |||
6.1 | FID Freedom 2030 | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Alexandria, Virginia | The LLC will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 4/2021 | |
2 | Richmond, Virginia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2001 | |
3 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/1996 | |
4 | Menlo Park, California | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 2/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Santa Monica, California | business consulting | |
2 | San Francisco, California | business consulting | |
3 | Austin, Texas | business consulting | |
4 | Washington, District of Columbia | business consulting | |
5 | Brooklyn, New York | business consulting | |
6 | New York City, New York | business consulting | |
7 | Gdansk, Outside U.S. | business consulting | |
8 | Geneva, Outside U.S. | business consulting | |
9 | Stockholm, Outside U.S. | business consulting | |
10 | Hong Kong, Outside U.S. | business consulting |
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 | Invesco convertible securities FD - A (CNSAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Invesco Main Street Mid Cap Fund - A (OPMSX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Delaware SMID CAP Growth Fund A (DFCIX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Franklin Income Fund (FKINX) | $15,001 - $50,000 | None (or less than $201) | |
5 | American Funds US Government Money Market-A (AFAXX) | None (or less than $1,001) | None (or less than $201) | |
6 | American Funds AMCAP Fund-A (AMCPX) | $1,001 - $15,000 | None (or less than $201) | |
7 | American Funds American Balanced Fund-A (ABALX) | $50,001 - $100,000 | None (or less than $201) | |
8 | American Funds American Mutual Fund A (AMRMX) | $15,001 - $50,000 | None (or less than $201) | |
9 | American Funds Capital Income Builder-A (CAIBX) | $50,001 - $100,000 | None (or less than $201) | |
10 | American Funds Capital World Growth and Income Fund A (CWGIX) | $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 | 2017 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 4 | honorarium for written contribution to symposium |
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