Jaclyn Portfilio
Policy Advisor (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $276 K - $1.0 M
Salary
  • salary
    Unknown
Employment
  • Started 02/22/2021
Departed Administration
  • Yes

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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