Estimated Net Worth
- $353 K - $972 K
Salary
- $183 K
Employment
- Started 09/12/2021
Records
Financial Disclosure Details - OGE Form 278e (06/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Associate Partner | 9/2021 | |
2 | Rosslyn Children's Center | Arlington, Virginia | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | McKinsey & Company (Partnership - management consultancy) | Salary, bonus, and other cash compensation | $509,998 | |
2 | McKinsey & Company, cash balance pension plan (MPPP and PSRP segments) | None (or less than $201) | ||
2.1 | Target Retirement 2045 | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Spec Situations Enhanced- Liquidity | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this cash balace pension plan. The plan sponsor will not make further contributions after my separation. | 9/2014 |
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 | SmithGroup (Architecture and Engineering) | salary, bonus | ||
2 | SmithGroup, 401(k) | |||
2.1 | American Funds EuroPacific Growth Fund Class R-6 (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Victory Integrity Small-Cap Value Fund Class R6 (MVSSX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking account | $50,001 - $100,000 | None (or less than $201) | |
2 | Joint Investment Account | |||
2.1 | iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Dividend Appreciation (VIG) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Tax-Exempt Bond ETF (VTEB) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Total Stock Market ETF (VTI) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard FTSE Emerging Markets ETF (VWO) | None (or less than $1,001) | None (or less than $201) | |
2.7 | RBC US Government Money Market Fund (TIMXX) | None (or less than $1,001) | None (or less than $201) | |
3 | Dream Capital LLC |
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 |
|---|---|---|
Nothing reported in this section | ||
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