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.
Kelly Eckels Currie
State (joined: Aug. 3, 2017)
Representative to the Economic and Social Council of the United Nations | Financial Disclosure »
Former Positions Outside Government
- Community Partners International Board of Directors
- Dependent Trust #1 Trustee (This is a generation skipping irrevocable trust established due to a grant of stock and cash to my dependent child by his paternal grandparents.)
- Dependent Trust #2 Trustee (This is a generation skipping irrevocable trust established due to a grant of stock and cash to my dependent child by his paternal grandparents.)
- Project 2049 Institute Senior Fellow
- The Cleveland Park Club Board of Governors
- US Institute of Peace Reviewer
Former Compensation Sources
- Project 2049 Institute Project management and consulting services.
Employment Assets
Description | Value | Income |
---|---|---|
Project 2049 Institute | $107,700 | |
Kelley Currie Solo 401k | ||
Oppenheimer Portfolio Series Moderate Investor Fund Class C | $50,001 - $100,000 | None (or less than $201) |
US Institute of Peace | $350 | |
Alan Freed Associates - May 6, 2016 | $500 |
Other Income/Assets
Description | Value | Income |
---|---|---|
US Bank Account #1 (cash) | $50,001 - $100,000 | $201 - $1,000 |
Dependent Trust #1 | ||
Abiomed stock | $50,001 - $100,000 | $50,001 - $100,000 |
IShares TR Minimum Volatility USA ETF | $15,001 - $50,000 | $1,001 - $2,500 |
Dependent Trust #2 | ||
Abiomed stock | $50,001 - $100,000 | $50,001 - $100,000 |
IShares TR Minimum Volatility USA ETF | $15,001 - $50,000 | $1,001 - $2,500 |
Brokerage Account #1 | ||
AB High Income Fund Advisor Shares | $15,001 - $50,000 | $1,001 - $2,500 |
Fidelity Advisor Energy Fund | $100,001 - $250,000 | $2,501 - $5,000 |
IShares TR Minimum Volatility USA ETF | $250,001 - $500,000 | $50,001 - $100,000 |
Pimco Low Duration Income Fund | $100,001 - $250,000 | $5,001 - $15,000 |
Vanguard S&P 500 Index Fund | $250,001 - $500,000 | $15,001 - $50,000 |
Vanguard Total Stock Market ETF | $250,001 - $500,000 | $50,001 - $100,000 |
U.S. Money Market Account #2 (cash) | $1,001 - $15,000 | $201 - $1,000 |
Western Asset Corporate Bond A | $15,001 - $50,000 | $201 - $1,000 |
Brokerage Account #2 | ||
Supernus Common Stock | $1,001 - $15,000 | $2,501 - $5,000 |
Exelixis, Inc. - Common Stock | $1,001 - $15,000 | $5,001 - $15,000 |
Spouse Family Trust #1 | None (or less than $201) | |
DFA Emerging Markets Core Equity Portfolio (DFCEX) | $50,001 - $100,000 | $1,001 - $2,500 |
SPDR S&P 500 ETF Trust | $100,001 - $250,000 | $2,501 - $5,000 |
iShares TR Select Dividend ETF FD (DVY) | $100,001 - $250,000 | $5,001 - $15,000 |
Flexshares TR International Quality Dividend Index Fund (IQDF) | $100,001 - $250,000 | $5,001 - $15,000 |
iShares TR Russell Mid-Cap ETF (IWR) | $15,001 - $50,000 | $201 - $1,000 |
DFA US Small Cap Portfolio (DFSTX) | $15,001 - $50,000 | $201 - $1,000 |
iShares Global Infrastructure ETF Index (IGF) | $50,001 - $100,000 | $1,001 - $2,500 |
Morningstar Global Upstream Natural Resources Index (GUNR) | $50,001 - $100,000 | $201 - $1,000 |
Blackrock FDS High Yield Bond Portfolio ( | $15,001 - $50,000 | $1,001 - $2,500 |
Washington Suburban Sanitary District, MD Municipal Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Connecticut State NR/AA Bonds | $50,001 - $100,000 | $1,001 - $2,500 |
Ohio State AA Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Pennsylvania State AA Bond | $50,001 - $100,000 | $1,001 - $2,500 |
NYC Municipal Water Financing Authority AA Bonds | $50,001 - $100,000 | $1,001 - $2,500 |
Wisconsin State AA Bond | $50,001 - $100,000 | $1,001 - $2,500 |
Columbus Ohio AAA Muni bond | $15,001 - $50,000 | $1,001 - $2,500 |
Wisconsin State Transition Revenue AA Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Georgia State AAA Bonds | $50,001 - $100,000 | $1,001 - $2,500 |
N Carolina State AAA Bonds | $50,001 - $100,000 | $1,001 - $2,500 |
Larimer, Weld & Boulder Counties CO School D Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
NYC Transitional Financial Authority Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Maryland State AAA Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Sioux Falls SD Sales Tax Revenue AA bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Delaware State AAA Bonds | $15,001 - $50,000 | $1,001 - $2,500 |
Spouse Family Trust U.S. Money Market Account (cash) 1 | $15,001 - $50,000 | None (or less than $201) |
Spouse Family Trust U.S. Money Market Account (cash) 2 | $50,001 - $100,000 | $201 - $1,000 |
US Bank Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
American Funds Retirement Account | ||
Growth Fund of America-A | $15,001 - $50,000 | None (or less than $201) |
EuroPacific Growth Fund-A | $15,001 - $50,000 | None (or less than $201) |
New Perspective Fund-A | $15,001 - $50,000 | None (or less than $201) |
SMALLCAP World Fund-A | $15,001 - $50,000 | None (or less than $201) |
Liabilities
Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
---|---|---|---|---|
Quicken Loans | Mortgage on Personal Residence | $250,001 - $500,000 | 3.85 | 2014 |
Spouse's Employment Assets
Description | Value | Income Type | Income Amount |
---|---|---|---|
Valeant Pharmaceutical | severance | ||
Orexo Pharmaceutical | salary | ||
Tris Pharmaceutical (Pharmaceutical maufacturing) | salary | ||
Spouse IRA | |||
AB High Income Fund Advisor Shares | $15,001 - $50,000 | $1,001 - $2,500 | |
Blackrock S&P500 Index Fund | $100,001 - $250,000 | $2,501 - $5,000 | |
Blackrock US Mortgage Portfolio | $1,001 - $15,000 | $201 - $1,000 | |
Invesco Developing Markets Fund | $15,001 - $50,000 | $201 - $1,000 | |
iShares TR Core S&P SCP ETF | $15,001 - $50,000 | $201 - $1,000 | |
IShares TR Global REIT ETF | $50,001 - $100,000 | $2,501 - $5,000 | |
Ishares TR Minimum Volatility EAFE ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
IShares TR Minimum Volatility USA ETF | $100,001 - $250,000 | $15,001 - $50,000 | |
Lord Abbett Floating Rate Fund | $15,001 - $50,000 | $201 - $1,000 | |
MFS International Diversification Fund | $15,001 - $50,000 | $201 - $1,000 | |
Pimco Foreign Bond Fund | $15,001 - $50,000 | $201 - $1,000 | |
Sector SPDR TR SBI Int-Energy (XLE) | $15,001 - $50,000 | $201 - $1,000 | |
T Rowe Price International Discovery Fund | $15,001 - $50,000 | None (or less than $201) | |
Voya Small Company Fund | $15,001 - $50,000 | $201 - $1,000 | |
Western Asset Corporate Bond Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
U.S. Money Market Account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
Tris Pharmaceutical 401k | |||
JPMorgan SmartRetirement 2030 | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Kelly Eckels Currie? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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