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Investment Advisory Committee


Meets quarterly, Council Chamber, 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)


Date of
Office Number

Present Term

Term being
James Martindale 8/13 Office No. 1 7/1/2013-6/30/2016 1st
Lee Figgins 7/14 Office No. 2 7/1/2014-6/30/2017 1st
Phillip Currie 7/15 Office No. 3 7/1/2015-6/30/2018 1st
Vacant Office No. 4 7/1/2015-6/30/2018
Sarah Cullen 10/12 Office No. 5 7/1/2013-6/30/2016 1st

Staff Liaison: Chris Jeffers, City Manager; June Overholt, Finance Director

Application for Appointment to City Commission or Board

 Investment Advisory Supplemental Questionnaire

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