INVESTMENT ADVISORY COMMITTEE (3-year term with a maximum length of service of two full consecutive terms)
Meets quarterly, Council Chambers, 116 E. Foothill Boulevard, Glendora – 3:00 p.m.
This Committee serves as an advisory panel to provide input to the City Treasurer on the holdings of the City’s investment portfolio and related reports, policies and procedures.
The Investment Advisory Committee of the City shall consist of five members. Members of the Investment Advisory Committee must be registered to vote and reside within the incorporated City limits during their entire term of service and are required to submit supplemental questionnaire regarding financial education, professional licenses, portfolio management, etc.(Council Action on 4-2-96, Resolution No. 01-42)
|
Name |
Date of
Appointment |
Office Number |
Present Term |
Term being
Served
(Unexpired/1st/2nd) |
| Phil Currie |
7/07 |
Office No. 1 |
7/1/2007-6/30/2010 |
1st |
| John Hauser |
7/08 |
Office No. 2 |
7/1/2008-6/30/2011 |
1st |
| Michael Beckman |
7/09 |
Office No. 3 |
7/1/2009-6/30/2012 |
1st |
| Thomas Clark |
7/09 |
Office No. 4 |
7/1/2009-6/30/2012 |
1st |
| Jim Dougherty |
12/09 |
Office No. 5 |
7/1/2007-6/30/2010 |
UNEXPIRED |
Staff Liaison: Chris Jeffers, City Manager, Josh Betta, Finance Director / City Treasurer, Deborah St. George / Deputy City Treasurer
Application for Appointment to City Commission or Board
Investment Advisory Supplemental Questionnaire