This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Joseph M. Smith
Treasury (joined: March 1, 2017)
Director, Operations (Scheduling and Advance) | Financial Disclosure »
Former Positions Outside Government
- Financial Services Roundtable Vice President
Former Compensation Sources
- Financial Services Roundtable Managed general business operations as well as managed strategic content development, event management, and budgeting for major conferences.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Financial Services Roundtable | $238,631 | |
| Pioneer Equity Income A | $1,001 - $15,000 | None (or less than $201) |
| Vanguard 500 Index Admiral | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price Growth Stock R | $1,001 - $15,000 | None (or less than $201) |
| AllianzGI NFJ Small Cap Value A | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer International Growth R | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Primary Checking Account | $15,001 - $50,000 | None (or less than $201) |
| Primary Savings Account | $15,001 - $50,000 | None (or less than $201) |
| Whiting Petroleum Corporation | $1,001 - $15,000 | None (or less than $201) |
| American Funds 529 | $1,001 - $15,000 | None (or less than $201) |
| Capital World Growth and Income Fund (CWIEX) | $1,001 - $15,000 | None (or less than $201) |
| EuroPacific Growth Fund (CEUEX) | $1,001 - $15,000 | None (or less than $201) |
| The New Economy Fund (CNGEX) | $1,001 - $15,000 | None (or less than $201) |
| SMALLCAP World Fund (CSPEX) | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson (All shares sold on 7/21/2017) | None (or less than $1,001) | $1,001 - $2,500 |
| Starbucks Corp (All shares sold on 7/21/2017) | None (or less than $1,001) | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Financial Services Roundtable | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | Sept. 16, 2014 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Leading Authorities (Speakers Bureau) | salary, bonus | ||
| Voya Government Money Market | $1,001 - $15,000 | None (or less than $201) | |
| Voya Capital Allocation Fund | $1,001 - $15,000 | None (or less than $201) | |
| Voya Corporate Leaders 100 FD | $1,001 - $15,000 | None (or less than $201) | |
| FID FREEDOM 2060 (FDKVX) | $15,001 - $50,000 | None (or less than $201) |
Do you know something about Joseph M. Smith? Send us an email at [email protected] or send a Signal message to 347-244-2134.
See more staffers at Treasury »