Morgan Ryan
Special Assistant to the Deputy Secretary
Estimated Net Worth
  • estimated net worth
    $297 K - $1.2 M
Salary
  • salary
    Unknown
Employment
  • Started 10/04/2021

Financial Disclosure Details - OGE Form 278e (05/15/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Cambridge Global Advisors
Washington, District of Columbia
Chief Operating Officer
9/2021
2
National Immigration Forum, Law Enforcement Immigration Task Force (LEITF)
Washington, District of Columbia
National Coordinator
9/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Cambridge Global Advisors 401k plan:
1.1
American Funds growth fund of America class R6
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Freedom index 2050 Fund
$1,001 - $15,000
None (or less than $201)
2
Cambridge Global Advisors
Salary
$236,783
3
Roth Contributory IRA
3.1
Whirlpool Corp. (WHR)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Small-Cap Index Fund ETF Shares (VB)
$1,001 - $15,000
None (or less than $201)
3.3
Schwab International Equity ETF (SCHF)
$1,001 - $15,000
None (or less than $201)
3.4
JPMorgan Diversified Return US Small Cap Equity ETF (JPSE)
$1,001 - $15,000
None (or less than $201)
3.5
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cambridge Global Advisors
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.
8/2013

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
Hennessey & Roach PC (Law Firm)
salary, bonus
2
Hennessey & Roach PC 401K plan:
2.1
JPMorgan Equity Income R6
$1,001 - $15,000
None (or less than $201)
2.2
T. Rowe Price Blue Chip Growth I
$1,001 - $15,000
None (or less than $201)
2.3
iShares S&P 500 Index K
$1,001 - $15,000
None (or less than $201)
2.4
AB Discovery Growth Z
$1,001 - $15,000
None (or less than $201)
2.5
Virtus NFJ Mid-Cap Value I
$1,001 - $15,000
None (or less than $201)
2.6
ishares russell mid-cap index k
$1,001 - $15,000
None (or less than $201)
2.7
Delaware small cap value R6
$1,001 - $15,000
$1,001 - $2,500
2.8
iShares Russell 2000 SmCap Ind K
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank (cash)
$100,001 - $250,000
None (or less than $201)
2
US bank 2 (cash)
$50,001 - $100,000
None (or less than $201)
3
Brokerage account:
3.1
Tesla, Inc. (TSLA)
$1,001 - $15,000
None (or less than $201)
3.2
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
3.3
ConocoPhillips (COP)
$15,001 - $50,000
None (or less than $201)
3.4
Intel Corp. (INTC)
$1,001 - $15,000
None (or less than $201)
3.5
Walmart, Inc. (WMT)
$1,001 - $15,000
None (or less than $201)
3.6
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
$1,001 - $15,000
None (or less than $201)
3.7
AT&T (T)
$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
1
2
Cambridge Global Client

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