Stephanie Psaki
Sr Advisor - Global Affairs
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.4 M
Salary
  • salary
    Unknown
Employment
  • Started 03/08/2021

Financial Disclosure Details - OGE Form 278e (01/26/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Director, Girl Innovation, Research, & Learning Center
3/2021
2
New York, New York
Senior Associate
3/2021
3
New York, New York
Deputy Director, Girl Innovation, Research, & Learning Center
7/2019
4
New York, New York
Associate II
7/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Population Council, Inc. (international health & development research)
Salary
$174,485
2
Population Council, Inc., defined contribution plan
2.1
TIAA-CREF Lifecycle 2045 Fund, Institutional Class (TTFIX)
$100,001 - $250,000
None (or less than $201)
3
AED / FHI 360, 403(b) plan
3.1
MetLife Fixed Interest Account
$1,001 - $15,000
None (or less than $201)
3.2
MetLife Russell 2000 Index Portfolio
$1,001 - $15,000
None (or less than $201)
3.3
MetLife MSCI EAFE Index Portfolio
$1,001 - $15,000
None (or less than $201)
3.4
MetLife Mid Cap Stock Index Portfolio
$1,001 - $15,000
None (or less than $201)
3.5
MetLife Aggregate Bond Index Portfolio
$1,001 - $15,000
None (or less than $201)
3.6
MetLife Stock Index Portfolio
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to retain this defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation.
8/2013
2
Washington, District of Columbia
I will continue to retain this 403(b) plan. Neither the plan sponsor nor I will make further contributions after my separation.
10/2002
3
New York, New York
Pursuant to standard employment benefits, I will continue to receive health care benefits from the plan sponsor until March 31, 2021.
8/2013
4
New York, New York
Pursuant to my employment agreement, I will receive my final paycheck for services rendered during the week before my separation. I cannot state with certainty when the payment will be made.
8/2013
5
New York, New York
Pursuant to my employment agreement, I will receive a payout for vacation days accrued before my separation. I cannot state with certainty when the payment will be made.
8/2013

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Director, Girl Innovation, Research, & Learning Center; Senior Associate; Deputy Director, Girl Innovation, Research, & Learning Center

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Fenway Strategies, LLC (communications strategy)
Salary & Bonus
2
Soriel Strategies, LLC (communications & speechwriting consulting) (value not readily ascertainable)
Consulting Fees
3
Soriel Strategies, LLC
Consulting Bonus
4
Soriel Strategies, LLC
4.1
"The Survivors: A Story of War, Inheritance, and Healing," HarperCollins Publishers (value not readily ascertainable)
None (or less than $201)
5
Andela, Inc. (software engineering-as-a- service)
$100,001 - $250,000
None (or less than $201)
6
PepsiCo, Inc. (PEP)
$50,001 - $100,000
Dividends
$1,001 - $2,500
7
PepsiCo, Inc., defined contribution plan
7.1
Wellington Trust Mid-Cap Opportunities Portfolio
$15,001 - $50,000
None (or less than $201)
7.2
BlackRock Small Equity Index
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
2
New York 529 College Savings Program Direct Plan
2.1
Aggressive Growth Portfolio
$1,001 - $15,000
None (or less than $201)
3
Brokerage account #1
3.1
Fidelity Asset Manager 70% (FASGX)
$50,001 - $100,000
$1,001 - $2,500
3.2
Vanguard S&P 500 ETF (VOO)
$15,001 - $50,000
$201 - $1,000
3.3
Microsoft Corporation (MSFT)
$250,001 - $500,000
Dividends
$1,001 - $2,500
3.4
Fidelity Money Market Fund, Premium Class (FZDXX)
None (or less than $1,001)
$1,001 - $2,500
4
Brokerage account #2
4.1
Janus Henderson Research Fund, Class T (JAMRX)
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
UBS Wealth Management USA
$100,001 - $250,000
2014
Revolving
2
UBS Wealth Management USA
$500,001 - $1,000,000
2014
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
In 2011, AED merged with FHI to form FHI 360. My financial records continue to list AED as the plan sponsor.
3
2
In 2011, AED merged with FHI to form FHI 360. My financial records continue to list AED as the plan sponsor.
6
4
The brokerage account is jointly held by my spouse and another relative. The full values and income amounts of the underlying assets are reported.
6
5
The brokerage account is jointly held by my spouse and another relative. The full values and income amounts of the underlying assets are reported.

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