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.
Siegfried Lane Genatowski
Energy (joined: Oct. 14, 2018)
Senior Advisor, Under Secretary for Science | Financial Disclosure »
Bio, via LinkedIn:
US Utilities portfolio manager with 25+ years of utility investment banking experience at Wells, Fargo, Bank of America, JP Morgan Chase and Kidder, Peabody. A track record of increasing banking and managerial responsibility in an investment banking environment. Current and previous licenses include Series 24, 65, 66 and 7, as well as NY Bar admission.
Former Positions Outside Government
- Bates Group, LLC Consultant
- Dividend Income Advisors, LLC Manager
Former Compensation Sources
- Bates Group, LLC Expert witness services
- Oracle Family of Funds through DLA Piper Expert witness services (paid through Bates Group, LLC)
- Raymond James Financial, Inc. Expert witness services (paid through Bates Group, LLC)
- Stifel Nicolaus Securities Expert witness services (paid through Bates Group, LLC)
Employment Assets
| Description | Value | Income |
|---|---|---|
| JPMorgan Chase Bank, defined benefit plan (value not readily ascertainable) | $10,921 | |
| General Electric, defined benefit plan (value not readily ascertainable) | $8,796 | |
| Bank of America deferred compensation plan | ||
| Vanguard Institutional 500 Index Trust | $1,001 - $15,000 | None (or less than $201) |
| Stable Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Common Stock Fund - Bank of America Stock | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Bank, cash balance pension plan (value not readily ascertainable); eligible for $502/mo. upon election | None (or less than $201) | |
| Bank of America cash balance pension (value not readily ascertainable); eligible for $299/mo. upon election | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| US bank account (cash) | $250,001 - $500,000 | None (or less than $201) |
| IRA 1 | ||
| Vanguard Health Care ETF | $1,001 - $15,000 | None (or less than $201) |
| IRA 2 | ||
| Nintendo Ltd | $1,001 - $15,000 | None (or less than $201) |
| U.S. Brokerage Account | ||
| Vanguard Health Care ETF | $1,001 - $15,000 | None (or less than $201) |
| New York Life Insurance Company, whole life | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| JPMorgan Chase Bank | Newark, Delaware | I will continue to participate in this defined benefit plan. | April 16, 1991 |
| General Electric | Jacksonville, Florida | I will continue to participate in this defined benefit plan. | April 15, 1981 |
| Bank of America | Kovington , Kentucky | I will continue to participate in this deferred compensation plan; the plan sponsor no longer makes contributions. | Sept. 16, 2000 |
| Wells Fargo Bank | Hopkins, Minnesota | I will continue to participate in this cash balance plan; the plan sponsor no longer contributes. I am currently eligible for payments, but have elected to defer payments. | Sept. 16, 2003 |
| Bank of America | Kovington, Kentucky | I will continue to participate in this cash balance pension plan. The plan sponsor no longer contributes. I am currently eligible for payments, but have elected to defer payments. | Sept. 16, 2000 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Wells Fargo | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.875% | 2013 |
| U.S. Department of Education | Student Loan | $10,001 - $15,000 | 3.76% and 4.45% | 2017 |
Do you know something about Siegfried Lane Genatowski? Send us an email at [email protected] or send a Signal message to 347-244-2134.
See more staffers at Energy »