Financial Services, Asset Management and Securities Servicing, Wealth Management
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | MELLON FINANCIAL SERVICES CORPORATION #1 |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $360,000 | |
| 2026 | MELLON FINANCIAL SERVICES CORPORATION #1 |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $350,000 | |
| 2025 | MELLON FINANCIAL SERVICES CORPORATION #1 |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $1,030,000 | |
| 2025 | MELLON FINANCIAL SERVICES CORPORATION #1 |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $240,000 | |
| 2025 | MELLON FINANCIAL SERVICES CORPORATION #1 |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $150,000 | |
| 2025 | MELLON FINANCIAL SERVICES CORPORATION #1 |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $480,000 | |
| 2024 | MELLON FINANCIAL SERVICES CORPORATION #1 |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $660,000 | |
| 2024 | MELLON FINANCIAL SERVICES CORPORATION #1 |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $200,000 | |
| 2024 | MELLON FINANCIAL SERVICES CORPORATION #1 |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $240,000 | |
| 2024 | MELLON FINANCIAL SERVICES CORPORATION #1 |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $580,000 |
| Client | Filings | Total Income |
|---|---|---|
| MELLON FINANCIAL SERVICES CORPORATION #1 | 80 | — |
| Name | Disclosed Prior Position |
|---|---|
| JENNIFER BANG | Legislative Correspondent, Rep. Crenshaw, 2007-2010; Senior LA, Rep. Crenshaw, 2010-2013; Legislative Director, Rep. Cr… |
| LLOYD W BROWN | Executive Vice President, Public Affairs |
| ANN COSTELLO | |
| WALTER R DAY | SENIOR VICE PRESIDENT, PUBLIC AFFAIRS |
| FORREST FERGUSON | Senior LA, Rep. Monica De La Cruz, 2025; LA Rep. Monica De La Cruz, 2023-2025; Intern, Rep. Elise Stefanik, 2019; Inter… |
| ROBERT D GETZOFF | |
| DOUGLAS LEE | Office of U.S. Representative Mike Quigley: Deputy Chief of Staff; Legislative Director, Senior Policy Advisor, Legisla… |
| CHRISTOPHER LUCAS | Intern, Small Business Comm., Sen. Snowe (ME); Research Analyst, Small Business Comm., Sen. Snowe (ME); Counsel, Small… |
| ALISON O'DONNELL | Sen J Tester- Sr Econ Pol Adv (3/10-3/11, 3/14-12/14); Senate Banking Cmte- Staff Dir, Securities Insurance Invest Subc… |
| SARA PAROWER | Intern Sen. Blumenthal (Jun 2021-Oct 2021) |
| WYATT STEWART | Policy and Coalitions Adviser Maj Leader Cantor (Apr 2013-Jul 2014); Senior Leg Assistant Rep. Cantor (2012-Apr 2013);… |
| MARTI THOMAS | Acting & Asst Sec. Legis. Affrs, Treasury |
| DAVID VANDIVIER | Chief of Staff, Council of Economic Advisers; Dep. Asst. Sec. for Tax and Budget, Treasury; Dir. of Strategic Planning… |
| TIMOTHY WEILER | Rep. Bill Foster (April 2021-July 2023) - Economic Policy Adviser/Legislative Counsel; Rep. Bill Foster (Jan. 2021-Apri… |