Estimated Net Worth
  • estimated net worth
    $1.3 M - $2.9 M
Salary
  • salary
    Unknown
Employment
  • Started 02/08/2021

Financial Disclosure Details - OGE Form 278e (03/21/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
SVP, Kissinger Chair, Director, International Security Program
1/2021
2
Washington, District of Columbia
Donald Marron Scholar
2/2021
3
Alexandria, Virginia
Principal and co- owner
2/2021
4
El Segundo, California
Member, Board of Trustees
2/2021
5
Annapolis, Maryland
Member, Board of Directors
2/2021
6
Washington, District of Columbia
Senior Advisor
2/2021
7
Washington, District of Columbia
Head of the Department of Defense agency review team
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Henry A. Kissinger Center for Global Affairs, Johns Hopkins University School of Advanced International Studies
Salary
$9,833
2
Center for Strategic and International Studies
Salary/Bonus
$33,996
3
Center for Strategic and International Studies - 403(b) account
3.1
TIAA-CREF Social Choice Equity T4 (Variable Annuity)
3.1.1
TIAA-CREF Social Choice Equity Fund (Institutional) (TISCX)
$250,001 - $500,000
None (or less than $201)
3.2
TIAA-CREF Social Choice Equity Fund (Institutional) (TISCX)
$100,001 - $250,000
None (or less than $201)
3.3
CREF Bond Market R2 (QCBMPX)
$50,001 - $100,000
None (or less than $201)
3.4
Vanguard Inflation Protected Securities Fund Admiral (VAIPX)
$15,001 - $50,000
None (or less than $201)
3.5
CREF Social Choice R2 (QCSCPX)
None (or less than $1,001)
None (or less than $201)
4
Roth IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2006
2
Alexandria, Virginia
Upon confirmation, I resigned my position with the LLC, and ceased to provide services to the LLC, or any client. All amounts owed to me by my clients were fixed before I assumed the duties. In addition, the LLC removed my name and any and all references to my affiliation with the LLC in all advertising or promotional materials, publications, invoice forms, firm letterhead, photographs and biographies on all public-facing website
2/2021

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
The Mabus Group LLC (Management consulting)
$500,001 - $1,000,000
business income
2
H4E, LLC (Management and Technical Consulting)
$100,001 - $250,000
business income
3
Roth IRA
3.1
Dodge & Cox Income Fund (DODIX)
$15,001 - $50,000
None (or less than $201)
4
U.S. Green Building Council: 401(k)
4.1
Principal Core Fixed Income R5 Fund (PIOQX)
$15,001 - $50,000
None (or less than $201)
4.2
Calvert Equity R6 Fund (CEYRX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US credit union (cash: savings and checking)
$100,001 - $250,000
Dividends
$201 - $1,000
2
US bank #2 (cash: checking)
$1,001 - $15,000
None (or less than $201)
3
VA invest 529 savings plan #1
3.1
2021 Portfolio
$15,001 - $50,000
None (or less than $201)
4
VA invest 529 savings plan #2
4.1
2021 Portfolio
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navy Federal Credit Union
$500,001 - $1,000,000
2020
30 year
2
Navy Federal Credit Union
$500,001 - $1,000,000
2019
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Paid in full as part of 2020 refinancing

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