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.
Mary Beams departed Dec. 9, 2017
State (joined: Aug. 20, 2017)
Counselor, Office Of The Counselor | $179,700 | Financial Disclosure »
Former Positions Outside Government
- Aretec (Parent of Cetera) Board - Chair Audit
- Columbia Business School Exec Advisory Board
- Junior Achievement Worldwide Board - Chair Finance
- Mount Auburn Hospital Board of Overseers
- New England Acquarium Interim CEO
- New England Aquarium Board - Chair Finance
Former Compensation Sources
- Advent International Acted as paid advisor/consultant regarding a company Advent was looking to invest in.
Employment Assets
| Description | Value | Income |
|---|---|---|
| TIAA Retirement Plan | $500,001 - $1,000,000 | None (or less than $201) |
| TIAA_CREF S&P Index Fund - Institutional Class | $500,001 - $1,000,000 | None (or less than $201) |
| Cetera Board (Aretec) Chair Audit Committee | $30000 | |
| New England Acquarium - Interim CEO (Resigning) | $75000 | |
| TIAA Lifetime Annuuity Payment | $14202 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Santander Bank checking/savings Joint account | $15,001 - $50,000 | None (or less than $201) |
| Cambridge Trust Company Savings/Checking Joint Accoun t | $50,001 - $100,000 | None (or less than $201) |
| First Republic Bank Checking/Savings Joint account | $100,001 - $250,000 | None (or less than $201) |
| Morgan Stanley Private Wealth Management - Personal | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Millennium USA LP - Fund of funds Hedge fund Limited Partnership | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Morgan Stanley Husband IRA | $500,001 - $1,000,000 | None (or less than $201) |
| Marshall Wace Eureka Fund IV - Fund of Funds, Limited Partnership | $500,001 - $1,000,000 | None (or less than $201) |
| Morgan Stanley IRA | $250,001 - $500,000 | None (or less than $201) |
| Marshall Wace Eureka Fund IV - Fund of Funds, Limited Partnership | $250,001 - $500,000 | None (or less than $201) |
| Morgan Stanley Revocable Trust | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Clearbridge - Multi Cap Growth | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| VOYA Stock | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| International ETF PM | $250,001 - $500,000 | $201 - $1,000 |
| Columbia Emerging Markets Cons (ECON) | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Activebeta EM (GEM) | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Activebeta INT (GSIE) | $15,001 - $50,000 | None (or less than $201) |
| iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) |
| iShares Core MSCI Emerging (IEMG) | $15,001 - $50,000 | None (or less than $201) |
| iShares MSCI EAFE SM CAP ETF (SCZ) | $1,001 - $15,000 | None (or less than $201) |
| iShares MSCI Frontier 100 ETF (SCZ) | $1,001 - $15,000 | None (or less than $201) |
| JPM Diversified RET INTL EQ (JPIN) | $15,001 - $50,000 | None (or less than $201) |
| Vanguard FTSE ALL WO X-US SC (VSS) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard FTSE Developed mkts E (VEA) | $15,001 - $50,000 | None (or less than $201) |
| Wisdom Tree Intl SM Cap Div (DLS) | $1,001 - $15,000 | None (or less than $201) |
| WISDOM TREE TR EMG MKTS SMCAP (DGS) | $1,001 - $15,000 | None (or less than $201) |
| WISDOMTREE TR INTL EQUITY FD (DWM) | $15,001 - $50,000 | None (or less than $201) |
| Vanguard IRA - Prime Money Market Fund | $15,001 - $50,000 | None (or less than $201) |
| Fidelity IRA - Fidelity Government Cash Reserve Fund | $1,001 - $15,000 | None (or less than $201) |
| Aiken SC Land (80+ acres) | $1,000,001 - $5,000,000 | None (or less than $201) |
| VOYA Deferred Bonus and LTI Shares due March 2018 | $250,001 - $500,000 | None (or less than $201) |
| TIAA Closed Account (closed 2/2017) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Vanguard Small Cap ETF Ticker:V8 SOLD | None (or less than $1,001) | $5,001 - $15,000 |
| iShares Russell 1000 Value ETF (SOLD) | None (or less than $1,001) | $15,001 - $50,000 |
| SPDR S&P 500 ETF Trust (SOLD) | None (or less than $1,001) | $15,001 - $50,000 |
| iShares Core S&P Mid-cap ETF - (SOLD) | None (or less than $1,001) | $5,001 - $15,000 |
| i Shares Russell 2000 Growth ETF | None (or less than $1,001) | $5,001 - $15,000 |
Do you know something about Mary Beams? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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