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: Financial Management & Strategic Planning
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 Carlos Carney 

(Appointed by Anthony Kuo)

Vice Chair Fred Judd
(Appointed by Melissa Fox)

Committee Member Steve Shen
(Appointed by Christina Shea)

Committee Member Russell Stein
(Appointed by Michael C. Carroll)

Committee Member Dr. Lee Sun
(Appointed by Farrah N. Khan)