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William "Bill" Stepien

White House Office (joined: Jan. 21, 2017)

Assistant to the President and Press Secretary | $165,000 | Financial Disclosure »

Former Positions Outside Government

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Mutual Fund: AKRE FOCUS FUND RETAIL (SEP) $1,001 - $15,000 $201 - $1,000
New Jersey Defined Contribution Retirement Plan: PIMCO All Asset Instl $1,001 - $15,000 $201 - $1,000
New Jersey State Employees Deferred Compensation Plan (457 Plan): DCP Stable Value Fund $1,001 - $15,000 None (or less than $201)
TIAA IRA (no underlying assets other than cash) $1,001 - $15,000 None (or less than $201)
Nassau Strategies, LLC $472,000
Mutual Fund: FIDELITY SELECT BIOTECHNOLOGY (SEP) $1,001 - $15,000 $201 - $1,000
Mutual Fund: FIDELITY OTC PORT (SEP) $1,001 - $15,000 $1,001 - $2,500
Mutual Fund: FIDELITY SELECT SEMICONDUCTORS PORT (SEP) $1,001 - $15,000 None (or less than $201)
Mutual Fund: ABERDEEN U.S. SMALL CAP EQUITY FD CL A (SEP) $1,001 - $15,000 $1,001 - $2,500
Mutual Fund: PARNASSUS MID CAP (SEP) $1,001 - $15,000 None (or less than $201)
Mutual Fund: PARNASSUS ENDEAVOR FUND (SEP) $1,001 - $15,000 None (or less than $201)
New Jersey Defined Contribution Retirement Plan: Large Cap Value / LSV Asset Management $1,001 - $15,000 $1,001 - $2,500
New Jersey Defined Contribution Retirement Plan: Polen Capital Large Cap Growth $1,001 - $15,000 None (or less than $201)
New Jersey Defined Contribution Retirement Plan: Small Cap Value / TBCAM Fund $1,001 - $15,000 $1,001 - $2,500
New Jersey Defined Contribution Retirement Plan: Small Cap Growth / RBC Fund $1,001 - $15,000 $201 - $1,000
New Jersey Defined Contribution Retirement Plan: International Blend / Lazard Fund $1,001 - $15,000 None (or less than $201)
New Jersey Defined Contribution Retirement Plan: Oppenheimer Developing Markets Y $1,001 - $15,000 $201 - $1,000
New Jersey State Employees Deferred Compensation Plan (457 Plan): Core Bond Enhanced Index / PGIM Fund $1,001 - $15,000 None (or less than $201)
New Jersey State Employees Deferred Compensation Plan (457 Plan): PIMCO All Asset Instl $1,001 - $15,000 $201 - $1,000
New Jersey State Employees Deferred Compensation Plan (457 Plan): Large Cap Value / LSV Asset Management $1,001 - $15,000 $1,001 - $2,500
New Jersey State Employees Deferred Compensation Plan (457 Plan): Polen Capital Large Cap Growth $1,001 - $15,000 $201 - $1,000
New Jersey State Employees Deferred Compensation Plan (457 Plan): Small Cap Value / TBCAM Fund $1,001 - $15,000 $1,001 - $2,500
New Jersey State Employees Deferred Compensation Plan (457 Plan): Small Cap Growth / RBC Fund $1,001 - $15,000 $1,001 - $2,500
New Jersey State Employees Deferred Compensation Plan (457 Plan): International Blend / Lazard Fund $1,001 - $15,000 None (or less than $201)
New Jersey State Employees Deferred Compensation Plan (457 Plan): Oppenheimer Developing Markets Y $1,001 - $15,000 $201 - $1,000

Other Income/Assets

Description Value Income
U.S. Bank Account # 1 (cash) $100,001 - $250,000 $1,001 - $2,500
U.S. Bank Account # 2 (cash) $15,001 - $50,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
State of New Jersey Defined Contribution Plan Trenton, New Jersey I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. Jan. 16, 2010
State of New Jersey Deferred Compensation Plan Trenton, New Jersey This is a state deferred compensation 457 retirement plan. I will receive pension payments as distribution upon retirement. I have reported the underlying funds I selected for this plan in Part 2 (above). Jan. 16, 2010

Do you know something about William "Bill" Stepien? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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