Estimated Net Worth
  • estimated net worth
    $9.2 M - $26.1 M
Salary
  • salary
    Unknown
Employment
  • Started 05/19/2023

Financial Disclosure Details - OGE Form 278e (07/24/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Ropes & Gray
Boston, Massachusetts
Partner
8/2021
2
Discovering Justice
Boston, Massachusetts
Trustee
5/2023
3
The Steppingstone Foundation
Boston , Massachusetts
Board of Directors
5/2023
4
Carroll School
Lincoln, Massachusetts
Trustee
5/2021
5
Friend 2007 Family Trust
Chicago, Illinois
Trustee
Present
6
The Fisher Family 2022 Trust Agreement
New York, New York
Trustee
Present
7
Eel Point 2012 Nominee Trust
New York, New York
Trustee
Present
8
210 Eel Point Road Nominee Trust
New York , New York
Trustee
Present
9
Massachusetts District Court’s Criminal Justice Act Panel
Boston, Massachusetts
Panel Member
8/2021
10
Joshua S Levy 2010 Trust
Boston , Massachusetts
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
John Hancock Fundamental Large Cap Core Fund Class A Shares (TAGRX)
$1,001 - $15,000
None (or less than $201)
1.2
John Hancock Funds II New Opportunities Fund Class A Shares (JASOX)
$1,001 - $15,000
None (or less than $201)
2
IRA #2
2.1
Fidelity Contrafund (FCNTX)
$15,001 - $50,000
None (or less than $201)
3
RGIP, LP (private equity fund)
$1,000,001 - $5,000,000
$100,001 - $1,000,000
4
Ropes & Gray 401K
4.1
Neuberger Berman Core Bond Instl (NCRLX)
$100,001 - $250,000
None (or less than $201)
4.2
Metropolitan West Total Return Bond Plan (MWTSX)
$100,001 - $250,000
None (or less than $201)
4.3
Vanguard Wellesley Income Admiral (VWIAX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Ropes & Gray LLP
Boston, Massachusetts
401(k): I will continue to participate in this defined contribution plan. The plan sponsor has not made and will not make further contributions since my separation.
10/2004
2
Ropes & Gray LLP
Boston , Massachusetts
Roth 401(k)I will continue to participate in this defined contribution plan. The plan sponsor has not made and will not make further contributions since my separation.
7/2004
3
Ropes & Gray LLP
Boston , Massachusetts
RGIP, LP: I currently participate in this investment program which is made available to all current partners and certain former partners of the firm. As soon as practical but no later than 90 days after my confirmation, I will divest my interest in RGIP, LP.
10/2004
4
Ropes & Gray LLP
Boston , Massachusetts
Partners Retirement Plan (PRP): I currently have an unvested potential future interest in this pension plan. I will be eligible to receive payments from this plan if I meet the standard terms required by Ropes & Gray to permit participation. Pursuant to my agreement with Ropes & Gray, my future participation is guaranteed as long as a I meet the standard requirements at the appropriate time.
10/2004

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Ropes & Gray
Boston, Massachusetts
Partner of Ropes & Gray for the first 8 months of 2021 (and prior years).
2
Medtronic
Minneapolis, Minnesota
Representation of Medtronic in government investigations
3
Sunovion Pharmaceuticals
Marlboro , Massachusetts
Representation of company in government investigations.
4
Vapotherm, Inc.
Exeter, New Hampshire
General government enforcement advice.
5
Akebia Therapeutics
Cambridge, Massachusetts
General government enforcement advice.
6
Allscripts
Chicago, Illinois
Representation of company in government investigations.
7
Avanos
Alphretta, Georgia
Representation of company in government investigations.
8
Mark Demichaelis
Wincheter, Massachusetts
General litigation advice
9
State Garden Inc.
Chelsea, Massachusetts
General litigation advice
10
Modernizing Medicine
Boca Raton, Florida
Representation of company in government investigations.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
iponder (mobile news brand)
consulting fees
2
WBUR (radio station)
consulting fees
3
Now This LLC (mobile news provider)
consulting fees
4
IRA
4.1
Fidelity Contrafund (FCNTX)
$15,001 - $50,000
None (or less than $201)
5
Accion Int'l Retirement 401(k)
5.1
American Funds – EuroPacific Growth Fund Class R-5 Shares.
$15,001 - $50,000
None (or less than $201)
5.2
Voya MidCap Opportunities Fund Class
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Personal loan to family members
$1,000,001 - $5,000,000
Interest
$5,001 - $15,000
2
U.S. bank account (cash) #1
$50,001 - $100,000
Interest
$201 - $1,000
3
U.S. bank account (cash) #2
$15,001 - $50,000
None (or less than $201)
4
THE JOSHUA S LEVY 2010 TRUST, Trust
4.1
Neuberger Berman Municipal Intermediate Bond Instl (NMNLX)
$500,001 - $1,000,000
$5,001 - $15,000
4.2
Vanguard Int-Term Tax-Exempt Adm (VWIUX)
$500,001 - $1,000,000
$15,001 - $50,000
4.3
TEMPLE BETH ELOHIM MA BOND
$15,001 - $50,000
Interest
$1,001 - $2,500
4.4
Vanguard Wellesley Income Admiral (VWIAX)
$250,001 - $500,000
$15,001 - $50,000
4.5
Vanguard Short-Term Tax-Exempt Admiral (VWSUX)
$100,001 - $250,000
$2,501 - $5,000
4.6
GQG Partners US Select Quality Equity Instl (GQEIX)
$500,001 - $1,000,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$50,001 - $100,000
2022
revolving
2
RGIP LP
$100,001 - $250,000
2004
On Demand

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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