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Lucia Maria Castellano

Small Business Administration (joined: Jan. 30, 2017)

Senior Advisor for AA for Field OPS, Office of the Administrator | Senior Advisor, Office of Field Operations | $136,038 | Financial Disclosure »

Former Positions Outside Government

See more financial disclosure details ⬇

Employment Assets

Description Value Income
(Stock) AAPL APPLE INC. $15,001 - $50,000 None (or less than $201)
(Stock) AGN ALLERGAN PLC $1,001 - $15,000 None (or less than $201)
(Stock) CVE CENOVUS ENERGY INC. $1,001 - $15,000 None (or less than $201)
(Stock) ESRX EXPRESS SCRIPTS HOLDING CO $1,001 - $15,000 None (or less than $201)
(Stock) FTS FORTIS INC $1,001 - $15,000 None (or less than $201)
(Stock) MRK MERCK & CO INC $1,001 - $15,000 None (or less than $201)
(Stock) PG PROCTER & GAMBLE CO $1,001 - $15,000 None (or less than $201)
(Stock) TGT TARGET CORP $1,001 - $15,000 None (or less than $201)
(Stock) TOT TOTAL S A SONSORED ADR $1,001 - $15,000 None (or less than $201)
(Stock) FRDPX FRANKLIN RISING DIVIDENDS FUND CL A $15,001 - $50,000 None (or less than $201)
None (or less than
(Stock) FKGRX FRANKLIN GROWTH CL A $15,001 - $50,000 $201)
(Stock) FRSGX FRANKLIN SMALL-MID CAP GROWTH FUND CL A $15,001 - $50,000 None (or less than $201)
(Stock) FKBAX FRANKLIN TOTAL RETURN FUND CL A $50,001 - $100,000 None (or less than $201)
(Stock) FKUSX FRANKLIN US GOVERNMENT SECURITIES FUND CL A $15,001 - $50,000 None (or less than $201)
(Stock) TEMFX TEMPLETON FOREIGN FUND CL A $15,001 - $50,000 None (or less than $201)
(Stock) TEMGX TEMPLETON GLOBAL SMALLER COMPANIES FUND CL A $1,001 - $15,000 $5,001 - $15,000
(Stock) ICPAX WILLISTON BASIN MID NORTH AMERICA STOCK FUND CL A $15,001 - $50,000 None (or less than $201)
(Stock) IWF ISHARES RUSSELL 1000 GROWTH FUND $1,001 - $15,000 None (or less than $201)
(Stock) IWD ISHARES RUSSELL 1000 VALUE FUND $15,001 - $50,000 None (or less than $201)
(Stock) EFA ISHARES MSCI EAFE FUND $15,001 - $50,000 None (or less than $201)
(Stock) SCZ ISHARES MSCI EAFE SMALL CAP FD $1,001 - $15,000 None (or less than $201)
(Stock) VB VANGUARD INDEX TRUST VANGUARD SMALL CAP ETF $1,001 - $15,000 None (or less than $201)
(Stock) BND VANGUARD TOTAL BD MARKET ETF $15,001 - $50,000 None (or less than $201)
(Stock) VOE VANGUARD INDEX TR MID CAP VALUE INDEX VIPER SHS $1,001 - $15,000 None (or less than $201)
(Stock) AGG ISHARES CORE US AGGREGATE BOND $15,001 - $50,000 None (or less than $201)
(Stock) MGOYX VICTORY MUNDER MID CAP CORE GROWTH FUND CL Y $1,001 - $15,000 None (or less than $201)
(Stock) TGVIX THORNBURG INTERNATIONAL VALUE FUND CL I $1,001 - $15,000 None (or less than $201)
(Stock) PRXEX T ROWE PRICE NEW INCOME FUND CL 1 $15,001 - $50,000 None (or less than $201)
(Stock) LSGNX LOOMIS SAYLES GLOBAL BOND CLASS N $1,001 - $15,000 None (or less than $201)
(Stock) JENIX JENSEN QUALITY GROWTH FUND CL $15,001 - $50,000 None (or less than $201)
(Stock) HAINX HARBOR INTERNATIONAL FUND INSITUTIONAL CL $15,001 - $50,000 None (or less than $201)
(Stock) EGFIX ADVISORS INNER CIRCLE EDGEWOOD GROWTH FUND INSTITUTIONAL CL $1,001 - $15,000 None (or less than $201)
(Stock) NSVAX COLUMBIA SMALL CAP VALUE FUND II CL Z $1,001 - $15,000 None (or less than $201)
(Stock) EISMX EATON VANCE ATLANTA CAP SMID CAP FUND $1,001 - $15,000 None (or less than $201)
(Stock) EIBIX EATON VANCE INCOME FUND OF BOSTON CL I $1,001 - $15,000 $201)
(Stock) MUTHX FRANKLIN MUTUAL SHARES FUND CL Z $1,001 - $15,000 None (or less than $201)
(Stock) FGTXX GOLDMAN SACHS FINANCIAL SQUARE GOVERNMENT FUND INSTL CL $1,001 - $15,000 None (or less than $201)
(Stock) FINFX FUNDAMENTAL INVESTORS FUND CL F2 $15,001 - $50,000 None (or less than $201)
(Stock) IDST INVESCO INTERNATIONAL DIVCIDEND SUSTAINABILITY QRTLY REINVES $1,001 - $15,000 $5,001 - $15,000
(Stock) JPM JP Morgan Chase $50,001 - $100,000 $201 - $1,000
(Bond) Invesco Build America Bonds $15,001 - $50,000 None (or less than $201)
(Annuity) Prudential Premier Retirement new york, NY, US
(Mutual Fund) PRUPREMRETNY-PRUDENTIAL PREMIER RETIREMENT $250,001 - $500,000 $100,001 - $1,000,000

Other Income/Assets

Description Value Income
(Cash Deposit/Savings) JPMorgan Chase new york, NY, US checking (checking, savings) $50,001 - $100,000 None (or less than $201)
(Cash Deposit/Savings) Amex Bank new york, NY, US savings (savings) $1,001 - $15,000 None (or less than $201)
(IRE) Florida Condo pompano beach, FL, US $100,001 - $250,000 None (or less than $201)
(IRE) My home where I live brooklyn, NY, US (I live in this home and have 5 tenants, one is my mom and the other 4 are renters.) Over $1,000,000* $50,001 - $100,000
(Self EI) Motivate International, inc. salary for 2015 and 5 months in 2016 Brooklyn, NY, US $159,440.00
(Self EI) Donald J. Trump for President, Inc. salary from June 13, 2016 to January 31, 2017 new york, NY, US $78,384.56

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Restricted stock which was given as part of my annual bonuses. I am fully vested, but not sure of the exact date as it might have been two awards. Jan. 16, 2010

Do you know something about Lucia Maria Castellano? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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