​Public Policy Consulting
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2023 | SURTREAT SOLUTIONS |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2023 | BOSTON ASSET MANAGEMENT ASSOCIATION INC |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2022 | SURTREAT SOLUTIONS |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | — | |
| 2022 | BOSTON ASSET MANAGEMENT ASSOCIATION INC |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2022 | SURTREAT SOLUTIONS |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | — | |
| 2022 | BOSTON ASSET MANAGEMENT ASSOCIATION INC |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — | |
| 2022 | SURTREAT SOLUTIONS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2022 | BOSTON ASSET MANAGEMENT ASSOCIATION INC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2022 | SURTREAT SOLUTIONS |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2022 | BOSTON ASSET MANAGEMENT ASSOCIATION INC |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| BOSTON ASSET MANAGEMENT ASSOCIATION INC | 41 | $1,380,000 |
| INVESTMENT COMPANY INSTITUTE | 21 | $540,000 |
| LIBERTY MUTUAL INSURANCE | 14 | $180,000 |
| SURTREAT SOLUTIONS | 14 | — |
| FIDELITY INVESTMENTS | 12 | $270,000 |
| Name | Disclosed Prior Position |
|---|---|
| JAMES W SEGEL |