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Investment Advisory Committee

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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)
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
Michael Beckman 7/09 Office No. 3 7/1/2012-6/30/2015 2nd
Thomas Clark 7/09 Office No. 4 7/1/2012-6/30/2015 2nd
Sarah Cullen 10/12 Office No. 5 7/1/2013-6/30/2016 1st

Staff Liaison: Chris Jeffers, City Manager; John Michicoff, Interim Finance Director

Application for Appointment to City Commission or Board

 Investment Advisory Supplemental Questionnaire

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