Marni Karlin
Senior Advisor for Organic and Emerging Markets
Estimated Net Worth
  • estimated net worth
    $771 K - $2.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/07/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
Invesco Global Fund Class A-OPPAX
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Asset Manager-FAMRX
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity OTC Portfolio-FOCPX
$50,001 - $100,000
None (or less than $201)
1.4
Invesco Main Street Fund Class A-MSIGX
$15,001 - $50,000
None (or less than $201)
2
SEP IRA
2.1
Fidelity Asset Manager-FAMRX
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Contrafund Fund-FCNTX
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Select Consumer Staples Portfolio- FDFAX
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity OTC Portfolio-FOCPX
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Kepner-Tregoe
salary
2
Kepner-Tregoe
2.1
JHancock Disciplined Value Mid Cap R6
$1,001 - $15,000
None (or less than $201)
2.2
Mass Mutual Mid Cap Growth I
$1,001 - $15,000
None (or less than $201)
2.3
Harbor Capital Appreciation INSTL
$1,001 - $15,000
None (or less than $201)
2.4
American Beacon LG Cap Value R5
$1,001 - $15,000
None (or less than $201)
2.5
PGIM Total Return Bond R6
$1,001 - $15,000
None (or less than $201)
2.6
American Funds EuroPacific GR R6
$1,001 - $15,000
None (or less than $201)
3
COPT
3.1
Retirement 2040 Fund
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
2
Citigroup, Inc. (C)
$15,001 - $50,000
None (or less than $201)
3
Fidelity Contrafund (FCNTX)
$100,001 - $250,000
None (or less than $201)
4
Fidelity Growth Discovery Fund (FDSVX)
$100,001 - $250,000
None (or less than $201)
5
Fidelity Fund (FFIDX)
$100,001 - $250,000
None (or less than $201)
6
Fidelity China Region Fund (FHKCX)
$15,001 - $50,000
None (or less than $201)
7
Fidelity International Small Cap Fund (FISMX)
$1,001 - $15,000
None (or less than $201)
8
Fidelity Health Care Portfolio (FSPHX)
$1,001 - $15,000
None (or less than $201)
9
JP Morgan Chase-JPM
$15,001 - $50,000
None (or less than $201)
10
Chase Bank Account
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
Former employer
5
4
Former employer
5
5
Former employer
5
6
Former employer

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