Jaclyn Portfilio
Policy Advisor (Departed Administration)
Estimated Net Worth
- $276 K - $1.0 M
Salary
- Unknown
Employment
- Started 02/22/2021
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (06/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Providence, Rhode Island | COO for COVID operations | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Town of Brookline | |||
1.1 | Multi-asset as reported by the Town of Brookline system | None (or less than $1,001) | None (or less than $201) | |
2 | McKinsey and Company | |||
2.1 | Perspecta, Inc. (PRSP) | $15,001 - $50,000 | $201 - $1,000 | |
3 | McKinsey and Company | |||
3.1 | Money purchase pension plans (MPPP) | $1,001 - $15,000 | None (or less than $201) | |
4 | Rhode Island State Government | |||
4.1 | Multi-Asset as reported by the State of RI system | $15,001 - $50,000 | $201 - $1,000 | |
5 | State of Rhode Island | Salary | $20,172 | |
6 | IRA | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Providence, Rhode Island | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2017 | |
2 | Brookline, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2015 | |
3 | Boston (my home office, not HQ), Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2015 | |
4 | Boston (my home office, not HQ), Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2015 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Investment Account 1 | $1,001 - $15,000 | $201 - $1,000 | |
1.1 | INDEPENDENT BK MASS | $1,001 - $15,000 | None (or less than $201) | |
1.2 | BANK DEPOSIT PROGRAM | $1,001 - $15,000 | None (or less than $201) | |
1.3 | BANK DEPOSIT PROGRAM | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Checking Account (Cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | PRINCIPAL MIDCAP INSTL | $1,001 - $15,000 | None (or less than $201) | |
4 | Investment Account B | $100,001 - $250,000 | $2,501 - $5,000 | |
4.1 | FIRST TR VALU.LN DIV IDX (FVD) | $15,001 - $50,000 | $201 - $1,000 | |
4.2 | ISHARES GOLD TRUST (IAU) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | ISHARES SILVER SHARES (SLV) | $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 |
---|---|---|
Nothing reported in this section |
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