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Investment Advisory Committee

City Council Resolution 99-27

Oversees the management of the investment portfolio through regular quarterly meetings. The Committee will review investment transactions, discuss economic conditions and strategies regarding the management of the portfolio, and report to individual Council-members on the meetings.

Click here to view meeting agendas.

Click here to view meeting minutes.

Purpose 
Provide advice to City Council regarding the City’s investments; annually review the City’s Investment Policy; review the City’s Investment Portfolio quarterly; and consult the City Treasurer with insights on investment opportunities. 

Supporting Department
Administrative Services Dept./ Finance

Power
Advisory only






Appointments by City Council
Five (5) members at large are appointed by the City Council. Currently, the following individuals serve on the Commission:


Chair Fred Judd
(Appointed by Melissa Fox)

Vice Chair Carlos Carney
(Appointed by Lynn Schott)

Committee Member Steve Shen
(Appointed by Christina Shea)

Committee Member Robert Graham
(Appointed by Jeffrey Lalloway)

Vacant
(Appointed by Donald P. Wagner)