Estimated Net Worth
- $813 K - $2.4 M
Salary
- Unknown
Employment
- Started 04/02/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Deputy Director of Columbia World Projects | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | HUMAN RIGHTS WATCH, INC. 403(B) DC PLAN | |||
1.1 | TIAA Access Lifecycle Fund 2040 T3 (W344#) | $50,001 - $100,000 | None (or less than $201) | |
2 | TIAA-CREF Retirement Plan for Officers of Columbia University | |||
2.1 | Vanguard Institutional Target Retirement 2045 Institutional (VITLX) | $100,001 - $250,000 | None (or less than $201) | |
3 | COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | |||
3.1 | Vanguard Institutional Target Retirement 2045 Institutional (VITLX) | $15,001 - $50,000 | None (or less than $201) | |
4 | TIAA-CREF Mid-Cap Value Fund Retail Class Shares (TCMVX) | $15,001 - $50,000 | None (or less than $201) | |
5 | TIAA-CREF Core Bond Fund Retail Class Shares (TIORX) | $15,001 - $50,000 | None (or less than $201) | |
6 | TIAA-CREF Traditional IRA Plan number IRA 101 | |||
6.1 | TIAA-CREF Lifecycle 2045 Fund Retirement Class Shares (TTFRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York City, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2008 | |
2 | New York, New York | I will continue to hold my Columbia University retirement plans, but the plan sponsor no longer makes contributions. | 4/2017 |
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 | employer (Exhibit Design Firm) | salary | $176,748 | |
2 | Charles Schwab Contributory IRA | $100,001 - $250,000 | ||
2.1 | Invesco Oppenheimer Developing Markets Fund Class A Shares (ODMAX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | PIMCO Total Return Fund Class A Shares (PTTAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Third Avenue Value Fund Institutional Class Shares (TAVFX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Thornburg International Value Fund Class A Shares (TGVAX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | VanguardGlobal Equity Fund Investor Shares (VHGEX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Charles Schwab Individual | $100,001 - $250,000 | ||
3.1 | American Century Value Fund Investor Class Shares (TWVLX) | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | AMG Yacktman Fund Class I Shares (YACKX) | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Individual savings account / Bank of America | $15,001 - $50,000 | None (or less than $201) | |
2 | Joint Savings Account / Bank of America | $100,001 - $250,000 | None (or less than $201) | |
3 | Individual checking account / Bank of America | $15,001 - $50,000 | None (or less than $201) | |
4 | Joint Checking Account / Bank of America | $1,001 - $15,000 | None (or less than $201) | |
5 | Individual checking account / Bank of America | $1,001 - $15,000 | None (or less than $201) | |
6 | Individual savings account / Bank of America | $1,001 - $15,000 | None (or less than $201) | |
7 | NY 529 College Savings | |||
7.1 | Vanguard Total Stock Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
7.2 | Vanguard Total International Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
7.3 | Vanguard Total Bond Market II Index Fund | $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 |
|---|---|---|
2 | 3 | This is a 403(b) retirement plan: https://humanresources.columbia.edu/content/officers-voluntary-retirement- savings-program-vrsp |
5 | 3.8 | Reflects qualified dividends and long term capital gains total |
5 | 3.9 | Reflects dividends and long term cap gain distribution |
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