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Mitchell zais

Mitchell Zais

Education (joined: May 18, 2018)

Deputy Secretary of Education | Financial Disclosure »

Bio, via American Philatelic Society:

Dr. Mitchell M. "Mick" Zais took the oath of office as South Carolina State Superintendent of Education on January 12, 2011. Following a four-year term, he chose not to run for reelection. Before winning public election as the seventeenth State Superintendent of Education, he served as president of Newberry College for ten years. A graduate of the U.S. Military Academy at West Point, he served 31 years on active duty in the United States Army, retiring as a Brigadier General. As State Superintendent, Dr. Zais oversaw the operation of and advocated policy for 82 school districts, 1250 schools, 51,000 teachers, 720,000 students and a $4.0 billion annual budget. During Dr. Zais’ four years in office, on-time high school graduation rates increased every year, from 72 percent to an all-time high of 80 percent. On the state report card, the number of school districts rated “excellent” increased from 7 percent to 51 percent, while the number rated “at risk,” the lowest rating fell from 7 percent to 3.7 percent. A strong advocate for school choice, during his tenure the number of public charter schools grew from 37 to 66, enrollment in these schools expanded from 11,000 to 28,000, and per pupil funding for charter school students more than doubled, from $2,734 to $5,720. He also increased on-line course offerings from 64 to 95, with enrollment increasing from 10,000 to 23,000. Finally, he developed and instituted an accountability system whereby every school and district in the state received a letter grade of A through F, based on measures of student growth and student learning outcomes. As State Superintendent of Education, Dr. Zais served on the Boards of Trustees for the University of South Carolina, Winthrop University and The Citadel. For the past 12 years, he has represented South Carolina on the Southern Regional Education Board. During Dr. Zais’ tenure as president of Newberry College, enrollment nearly doubled, the endowment more than doubled, facilities were constructed and renovated, academic programs were added, and athletic teams competed for NCAA regional and national titles. For the last three years of his administration, the prestigious “U.S. News and World Report” named Newberry College as one of America's best colleges. While at Newberry, Dr. Zais served as chair of the presidents’ councils of both the South Carolina Independent Colleges and Universities and the South Atlantic Athletic Conference. He was also a member of the board of directors for the Foundation for Independent Higher Education, the Lutheran Education Conference of North America, the South Carolina Tuition Grants Commission, the Newberry Opera House Foundation and the Southeastern Region of Thrivent Financial for Lutherans. Dr. Zais represented the state’s 20 private colleges and universities as commissioner on the South Carolina Commission on Higher Education. Dr. Mitchell (Mick) M. Zais earned an engineering degree from the U.S. Military Academy at West Point; a Master of Arts degree in military history from the School for Advanced Military Studies at Leavenworth, Kansas; and Master of Science and Ph.D. degrees in social psychology and organizational behavior from the University of Washington. He is also a graduate of the National Defense University, Washington, D.C., where he was a post-doctoral research fellow in national security affairs. Dr. Zais has written and published extensively in the fields of organizational behavior, curriculum design, stress, military history and doctrine, leadership and management, and military strategy, in such professional journals as the “Journal of Applied Psychology,” “Armed Forces Journal International,” “Military Review,” “Parameters,” etc. His opinion-editorial pieces have appeared in newspapers across the country. Before becoming Newberry College's 20th president, Dr. Zais served his country for 31 years as an officer in United States Army, attaining the rank of brigadier general. As an assistant professor at West Point, he taught management consulting, organizational behavior, and leadership. He has also served as an internal management consultant to the Army. A paratrooper and ranger, Dr. Zais served in a wide variety of infantry units, in Vietnam, the United States and Korea. He commanded two rifle companies, an infantry battalion, a light infantry brigade, and served as deputy commanding general, Fort Riley, Kansas. His staff experience is primarily in military plans and operations, having worked as chief of operations, plans, and training for an infantry battalion and division; war plans officer for a corps; and Chief of War Plans for the Chairman, Joint Chiefs of Staff. Dr. Zais was a White House aide and served in Panama as executive assistant to the four-star commander of all U.S. forces in Central and South America. In Kuwait, he was commanding general of U.S. and Allied forces. He also served as commanding general of Operation Provide Refuge, the task force that cared for the 4,000 Kosovo refugees who entered the United States. His final assignment was as Chief of Staff of the U.S. Army Reserve Command, the headquarters that administered the 184,000 part-time Reservists, 9,000 civilian employees and 11,000 full-time military members of the Army Reserve. Dr. Zais' military awards and decorations include the Department of Defense and the Army Distinguished Service Medals, the Defense Superior Service Medal, the Legion of Merit, the Bronze Star, the Meritorious Service Medal, the Air Medal, the Republic of Vietnam Campaign Medal, the Humanitarian Service Medal, the Ranger, Airborne, and Combat Infantryman's Badges, and the South Carolina Meritorious Service Medal. Dr. Zais wife, the former Susan Fincher, a graduate of the University of South Carolina, is from Columbia. They are the parents of two married adult children. Son Bradley, who served as an infantry soldier in Iraq, has two daughters. Daughter Ashley, the former Miss South Carolina USA, has two sons. All four grandchildren are

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Fifth Third Bancorp (OH) (FITB) $1,001 - $15,000 None (or less than $201)
Gertz & Moore, LLP (Law Firm) $5,000
USAA Traditional IRA
USAA Money Market Fund (USAXX) $1,001 - $15,000 None (or less than $201)
AbbVie Inc. (ABBV) $1,001 - $15,000 None (or less than $201)
American Electric Power (AEP) $1,001 - $15,000 None (or less than $201)
Apple Inc. (AAPL) $1,001 - $15,000 None (or less than $201)
AT&T Inc (T) $1,001 - $15,000 None (or less than $201)
Bank of America Corp. (BAC) $1,001 - $15,000 None (or less than $201)
BB&T Corp. (BBT) $1,001 - $15,000 None (or less than $201)
Carnival Corp. (CCL) $1,001 - $15,000 None (or less than $201)
Chevron Corp. (CVX) $1,001 - $15,000 None (or less than $201)
Cisco Systems, Inc. (CSCO) $1,001 - $15,000 None (or less than $201)
CME Group, Inc. (CME) $1,001 - $15,000 None (or less than $201)
Eaton Corp. PLC (ETN) $1,001 - $15,000 None (or less than $201)
Exxon Mobil Corp. (XOM) $1,001 - $15,000 None (or less than $201)
General Electric Co. (GE) $1,001 - $15,000 None (or less than $201)
Home Depot, Inc. (HD) $1,001 - $15,000 None (or less than $201)
Intel Corp. (INTC) $1,001 - $15,000 None (or less than $201)
Johnson & Johnson (JNJ) $1,001 - $15,000 None (or less than $201)
JP Morgan Chase & Co. (JPM) $1,001 - $15,000 None (or less than $201)
KeyCorp (KEY) $1,001 - $15,000 None (or less than $201)
Magna International Inc. (USA) (MGA) $1,001 - $15,000 None (or less than $201)
McDonald's Corp. (MCD) $1,001 - $15,000 None (or less than $201)
Medtronic, Inc. (MDT) $1,001 - $15,000 None (or less than $201)
Merck & Co., Inc. (MRK) $1,001 - $15,000 None (or less than $201)
Microsoft Corp. (MSFT) $1,001 - $15,000 None (or less than $201)
Occidental Petroleum (OXY) $1,001 - $15,000 None (or less than $201)
Omnicom Group (OMC) $1,001 - $15,000 None (or less than $201)
Oracle Corp. (ORCL) $1,001 - $15,000 None (or less than $201)
PepsiCo, Inc. (PEP) $1,001 - $15,000 None (or less than $201)
Pfizer, Inc. (PFE) $1,001 - $15,000 None (or less than $201)
PNC Finl Services Group (PNC) $1,001 - $15,000 None (or less than $201)
Procter & Gamble (PG) $1,001 - $15,000 None (or less than $201)
Raytheon Co. (RTN) $1,001 - $15,000 None (or less than $201)
Texas Instruments, Inc. (TXN) $1,001 - $15,000 None (or less than $201)
Unilever NV (ADR) (UN) $1,001 - $15,000 None (or less than $201)
United Technologies Corp. (UTX) $1,001 - $15,000 None (or less than $201)
Unitedhealth Group, Inc. (UNH) $1,001 - $15,000 None (or less than $201)
US Bancorp (USB) $1,001 - $15,000 None (or less than $201)
Verizon Communications, Inc. (VZ) $1,001 - $15,000 None (or less than $201)
Wal-Mart Stores (WMT) $1,001 - $15,000 None (or less than $201)
Western Digital Corp. (WDC) $1,001 - $15,000 None (or less than $201)
American Beacon AHL Managed Futures Strategy Fund Institutional Class (AHLIX) $15,001 - $50,000 None (or less than $201)
American Beacon International Equity Fund Class Y (ABEYX) $15,001 - $50,000 $201 - $1,000
AQR Small Cap Multi-Style Fund Class R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Style Premia Alternative Fund Class R6 (QSPRX) $15,001 - $50,000 $201 - $1,000
Harding Loevner International Equity Portfolio Institutional Class (HLMIX) $15,001 - $50,000 None (or less than $201)
Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) $1,001 - $15,000 None (or less than $201)
Lazard International Strategic Equity Portfolio Institutional Shares (LISIX) $15,001 - $50,000 $201 - $1,000
USAA Emerging Markets Fund Institutional Shares (UIEMX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value Fund Class I (VEVIX) $1,001 - $15,000 None (or less than $201)
TCW Emerging Markets Income Fund Class Institutional (TGEIX) $1,001 - $15,000 $201 - $1,000
USAA High Income Fund Institutional Shares (UIHIX) $15,001 - $50,000 $1,001 - $2,500
USAA Income Fund Institutional Shares (UIINX) $100,001 - $250,000 $5,001 - $15,000
USAA Intermediate-Term Bond Fund Institutional Shares (UIITX) $100,001 - $250,000 $5,001 - $15,000
USAA Short-Term Bond Fund Institutional Shares (UISBX) $15,001 - $50,000 $201 - $1,000
iShares Russell 2000 Index (IWM) $1,001 - $15,000 None (or less than $201)
iShares Core MSCI EAFE ETF (IEFA) $1,001 - $15,000 $201 - $1,000
Vanguard Emerging Markets Stock Index Fund (VWO) $1,001 - $15,000 None (or less than $201)
iShares iBoxx $ High Yield Corporate Bond (HYG) $1,001 - $15,000 $201 - $1,000
Vanguard REIT Index Fund (VNQ) $1,001 - $15,000 None (or less than $201)
USAA Roth IRA
USAA Money Market Fund (USAXX) $1,001 - $15,000 None (or less than $201)
American Beacon AHL Managed Futures Strategy Fund Institutional Class (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon International Equity Fund Class Y (ABEYX) $1,001 - $15,000 None (or less than $201)
AQR Small Cap Multi-Style Fund Class R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Style Premia Alternative Fund Class R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Fund Institutional Class (DDVIX) $1,001 - $15,000 None (or less than $201)
Harding Loevner International Equity Portfolio Institutional Class (HLMIX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Markets Equity Blend Portfolio Institutional Shares (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard International Strategic Equity Portfolio Institutional Shares (LISIX) $1,001 - $15,000 None (or less than $201)
MFS Growth Fund Class I (MFEIX) $1,001 - $15,000 None (or less than $201)
USAA Managed Allocation Fund Retail (UMAFX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value Fund Class I (VEVIX) $1,001 - $15,000 None (or less than $201)
Baird Core Plus Bond Fund Class Institutional (BCOIX) $1,001 - $15,000 None (or less than $201)
USAA High Income Institutional (UIHIX) $1,001 - $15,000 None (or less than $201)
USAA Income Instl (UIINX) $1,001 - $15,000 $201 - $1,000
USAA Short-Term Bond Instl (UISBX) $1,001 - $15,000 None (or less than $201)
Voya Intermediate Bond Fund Class W (IIBWX) $1,001 - $15,000 None (or less than $201)
Fidelity Traditional IRA #1
Fidelity Government Cash Reserves (FDRXX) $1,001 - $15,000 None (or less than $201)
JPMorgan Equity Income A (OIEIX) $50,001 - $100,000 $1,001 - $2,500
Fidelity Traditional IRA #2
Fidelity Government Cash Reserves (FDRXX) $1,001 - $15,000 None (or less than $201)
Regal Total Return Fund Class A (RTRTX) $15,001 - $50,000 None (or less than $201)
WCM Focused International Growth Fund Investor Class (WCMRX) $1,001 - $15,000 None (or less than $201)
North Star Dividend Fund Class I (NSDVX) $1,001 - $15,000 None (or less than $201)
DoubleLine Total Return Bond Fund Class I (DBLTX) $1,001 - $15,000 $201 - $1,000
Lord Abbett Short Duration Income Fund Class A (LALDX) $1,001 - $15,000 $201 - $1,000
Fidelity Traditional IRA #3
Fidelity Government Cash Reserves (FDRXX) $1,001 - $15,000 None (or less than $201)
iShares Russell 2000 Growth Index (ETF) (IWO) $1,001 - $15,000 None (or less than $201)
iShares MSCI Japan Index (ETF) (EWJ) $1,001 - $15,000 None (or less than $201)
PowerShares QQQ Trust, Series 1 (QQQ) $1,001 - $15,000 None (or less than $201)
Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (VWO) $1,001 - $15,000 None (or less than $201)
Vanguard FTSE Europe ETF (VGK) $1,001 - $15,000 None (or less than $201)
iShares Trust - iShares 20+ Year Treasury Bond ETF (TLT) $1,001 - $15,000 None (or less than $201)
PowerShares Senior Loan ETF (BKLN) $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Checking Account, U.S. bank $50,001 - $100,000 None (or less than $201)
AAFMAA Life Insurance, whole life $15,001 - $50,000 None (or less than $201)
113 acre tree farm, Newberry, SC $250,001 - $500,000 None (or less than $201)
rental home, Newberry, SC $50,001 - $100,000 $5,001 - $15,000
USAA Managed Account
USAA Money Market Fund (USAXX) $1,001 - $15,000 None (or less than $201)
American Beacon AHL Mgd Futs Strat Instl (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon International Eq Y (ABEYX) $1,001 - $15,000 None (or less than $201)
AQR Small Cap Multi-Style R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Style Premia Alternative R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Inst (DDVIX) $1,001 - $15,000 $201 - $1,000
Harding Loevner International Eq Instl (HLMIX) $1,001 - $15,000 None (or less than $201)
Hartford Schroders Emerging Mkts Eq I (SEMNX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Markets Equity Blnd Inst (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard International Strategic Eq Instl (LISIX) $1,001 - $15,000 None (or less than $201)
MFS Growth I (MFEIX) $1,001 - $15,000 None (or less than $201)
USAA Managed Allocation (UMAFX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value I (VEVIX) $1,001 - $15,000 None (or less than $201)
Baird Core Plus Bond Inst (BCOIX) $1,001 - $15,000 $201 - $1,000
USAA High Income Institutional (UIHIX) $1,001 - $15,000 None (or less than $201)
USAA Income Institutional (UIINX) $1,001 - $15,000 $201 - $1,000
USAA Short-Term Bond Institutional (UISBX) $1,001 - $15,000 None (or less than $201)
Voya Intermediate Bond W (IIBWX) $1,001 - $15,000 None (or less than $201)
Philatelic Collection $15,001 - $50,000 None (or less than $201)
Allianz Life Insurance Company of North America, fixed annuity $100,001 - $250,000 None (or less than $201)
OneAmerica, American United Life Insurance Company, whole life $50,001 - $100,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
BB&T Bank Mortgage on Personal Residence $100,001 - $250,000 3.240% 2013

Spouse's Employment Assets

Description Value Income Type Income Amount
Coldwell Banker Realty (Residential Realtor) Commissions on sales
USAA Traditional IRA
USAA Money Market Fund (USAXX) $1,001 - $15,000 None (or less than $201)
American Beacon AHL Mgd Futs Strat Instl (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon International Eq Y (ABEYX) $1,001 - $15,000 None (or less than $201)
AQR Small Cap Multi-Style R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Style Premia Alternative R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Inst (DDVIX) $1,001 - $15,000 None (or less than $201)
Harding Loevner International Eq Instl (HLMIX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Markets Equity Blnd Inst (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard International Strategic Eq Instl (LISIX) $1,001 - $15,000 None (or less than $201)
MFS Growth I (MFEIX) $1,001 - $15,000 None (or less than $201)
USAA Managed Allocation (UMAFX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value I (VEVIX) $1,001 - $15,000 None (or less than $201)
Baird Core Plus Bond Inst (BCOIX) $1,001 - $15,000 $201 - $1,000
TCW Emerging Markets Income I (TGEIX) $1,001 - $15,000 None (or less than $201)
USAA High Income Institutional (UIHIX) $1,001 - $15,000 None (or less than $201)
USAA Income Institutional (UIINX) $1,001 - $15,000 $201 - $1,000
USAA Short-Term Bond Institutional (UISBX) $1,001 - $15,000 None (or less than $201)
Voya Intermediate Bond W (IIBWX) $1,001 - $15,000 $201 - $1,000
USAA Roth IRA
USAA Money Market Fund (USAXX) $1,001 - $15,000 None (or less than $201)
American Beacon AHL Mgd Futs Strat Instl (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon International Eq Y (ABEYX) $1,001 - $15,000 None (or less than $201)
AQR Small Cap Multi-Style R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Style Premia Alternative R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Inst (DDVIX) $1,001 - $15,000 None (or less than $201)
Harding Loevner International Eq Instl (HLMIX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Markets Equity Blnd Inst (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard International Strategic Eq Instl (LISIX) $1,001 - $15,000 None (or less than $201)
MFS Growth I (MFEIX) $1,001 - $15,000 None (or less than $201)
USAA Managed Allocation (UMAFX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value I (VEVIX) $1,001 - $15,000 None (or less than $201)
Baird Core Plus Bond Inst (BCOIX) $1,001 - $15,000 None (or less than $201)
USAA High Income Institutional (UIHIX) $1,001 - $15,000 None (or less than $201)
USAA Income Institutional (UIINX) $1,001 - $15,000 $201 - $1,000
USAA Short-Term Bond Institutional (UISBX) $1,001 - $15,000 None (or less than $201)
Voya Intermediate Bond W (IIBWX) $1,001 - $15,000 None (or less than $201)

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