Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.5 M
Salary
- $180 K
Employment
- 01/09/2017 - 06/03/2022
Departed Administration
- Yes
Current Title
- Senior Advisor at Bloomberg Philanthropies Managing Co-Chair of the America Is All In coalition Operating Advisor at Pegasus Capital Advisors Senior Fellow at The Fletcher School’s Climate Policy Lab at Tufts University Senior Advisor at TPG Rise Climate Fund
Current Employer
- Bloomberg Philanthropies
Financial Disclosure Details - OGE Form 278e (05/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | NYC, New York | CEO, President | 1/2021 | |
2 | San Francisco, California | Board Member | 1/2021 | |
3 | Newton, Massachusetts | Non-Employee Speaker | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Harvard Univ 403b Retirement Income Plan for Teaching Faculty | |||
1.1 | Vanguard Institutional Target Retirement 2020 Institutional | $50,001 - $100,000 | None (or less than $201) | |
2 | Harvard University 457b Retirement Plan | |||
2.1 | Vanguard Institutional Target Retirement 2020 Institutional | $50,001 - $100,000 | None (or less than $201) | |
3 | Massachusetts Deferred Compensation Smart Plan (457b) | |||
3.1 | SMARTPath 2020 Retirement Fund | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Large Company Blend Stock Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Commonwealth of MA, defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $3,252 | |
5 | NRDC/NRDC Action Fund | Salary | $97,623 | |
6 | United States Energy Foundation | Board Stipend | $1,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 5/1990 | |
2 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2017 | |
3 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 11/2017 | |
4 | Boston, Massachusetts | I will continue to participate in this defined benefit plan. The plan sponsor no longer makes contributions. | 6/1970 | |
5 | NYC, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2020 | |
6 | NYC, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2020 |
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 | Schwab IRA | |||
1.1 | Calvert Social Invt Eqty Fund Class 1 CEYIX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | PUTMAN GLOBAL TECHNOLOGY Y PGTYX | $1,001 - $15,000 | None (or less than $201) | |
1.3 | VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL VWILX | $15,001 - $50,000 | None (or less than $201) | |
1.4 | VANGUARD WELLESLEY INC ADMIRAL VWIAX | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Dodge & Cox Income FD Com DODIX | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Calvert Growth Allocation Fund Class A Shares (CAAAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Sunshine Bouquet 401(k) | |||
2.1 | JP Morgan Core Bond Fund Class R4 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | PGIM High Yield Fund Class Z | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | Joint Brokerage Account at Schwab | |||
2.1 | ArielGlobal FundInvestor Class Shares (AGLOX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Ariel Fund Investor Class Shares (ARGFX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Baron Opportunity Fund Institutional Class Shares (BIOIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | BlackRock Science and Technology Trust (BST) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.5 | Calvert Equity Fund Class A Shares (CSIEX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Calvert Equity Fund Class I Shares (CEYIX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Delaware Healthcare Fund Institutional Class Shares (DLHIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Domini Impact International Equity Fund Class Y Shares (DOMYX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock Corporate High Yield Fund, Inc (HYT) | Sale | 10/12/2021 | $1,001 - $15,000 |
2 | BlackRock Corporate High Yield Fund, Inc (HYT) | Sale | 10/07/2021 | $1,001 - $15,000 |
3 | Calvert Green Bond Fund Class I Shares (CGBIX) | Purchase | 10/22/2021 | $50,001 - $100,000 |
4 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | Purchase | 11/19/2021 | $1,001 - $15,000 |
5 | iShares ESG MSCI EAFE ETF (ESGD) | Purchase | 11/19/2021 | $1,001 - $15,000 |
6 | iShares ESG Aware MSCI (ESG) | Purchase | 11/19/2021 | $1,001 - $15,000 |
7 | iShares ESG MSCI USA ETF (ESGU) | Purchase | 11/19/2021 | $15,001 - $50,000 |
8 | Nuveen ESG Small-Cap ETF (NUSC) | Purchase | 11/19/2021 | $1,001 - $15,000 |
9 | iShares Broad USD Invst Grade Corp (USIG) | Purchase | 11/19/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
6 | 2.18 | Asset omitted from prior reports by mistake |
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