Estimated Net Worth
- $435 K - $1.3 M
Salary
- Unknown
Employment
- Started 02/01/2021
Financial Disclosure Details - OGE Form 278e (06/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hartford, Connecticut | Chief Executive Officer | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Corporation for Supportive Housing 401(k) | |||
1.1 | Principal Financial Group | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Massachusetts Financial SVC | $1,001 - $15,000 | None (or less than $201) | |
1.4 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | JP Morgan Small Cap Equity R 6 | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Mass Mutual Select Mid Cap Growth Inst Fund | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Mid Cap Index Admiral Fund | $1,001 - $15,000 | None (or less than $201) | |
1.8 | American Funds Euro Pacific R 6 | $1,001 - $15,000 | None (or less than $201) | |
2 | Council of State Governments |
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, but the plan sponsor no longer makes contributions. | 10/2000 | |
2 | Lexington, Kentucky | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 5/2016 | |
3 | Hartford, Connecticut | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2018 | |
4 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2013 |
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 | Corporation for Supportive Housing (National non-profit organization) | salary | ||
2 | Principal Retirement Fund Corporation for Supportive Housing 401(k) | |||
2.1 | Vanguard Target Retirement 2040 Inv Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | New York City Department of Correction | |||
3.1 | NYCERS | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CHET College Savings Account | $50,001 - $100,000 | 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 |
|---|---|---|
2 | 1 | Managed by Principal Financial Group. Simplified employee pension |
2 | 1.1 | Manager of the 401(k) provided by Corp for Supportive Housing |
2 | 2 | Managed by TIAA-CREF |
2 | 3 | Tax-deferred annuity, managed by Mutual of America |
2 | 3.1 | Tax deferred annuity |
5 | 3.1 | As per filer: This is a New York City employees pension from my wife’s former employment with New York City government. I believe it is a single fund. I will have to track this down. It is a 401(k) type diversified fund. Filer reports: The webpage for her account does not have information on the investments as these are managed by NYCERS as a whole. Her plan is Tier 4, 57/5. |
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