The purpose of the Investment Advisory Board (IAB) is to act in an advisory capacity to the City Treasurer and the City Council in matters pertaining to the financial planning and the City's investments as per Municipal Code Chapter 2.110.
To view the City's investment policies and investment reports, please visit the City Treasurer's webpage.
The Board is comprised of seven members who have been individually appointed by City Council Members. Each member serves the same term as their appointing Council member, up to two four-year terms of office.
Board Member | Appointed By |
---|---|
Sean Heymann, Chair | Dan Kalmick |
Syndia Attardo | Kim Carr |
Scott Dowds | Barbara Delgleize |
Mark Ellett | Erik Peterson |
Monica Erskine | Rhonda Bolton |
Dennis Kelly | Natalie Moser |
Rita Pitcher | Mike Posey |
In the event a member retires or is unable to compete his term, an appointment shall be made to fill the remainder of the unexpired term. To apply to become a member, please fill out the Boards & Commission Application.
The Board meets quarterly on the 3rd Thursday of January, April, July and October at 6:00pm at the City Hall, Lower Level Room B7 or via Zoom. For more information, please see Current Agendas page below.
For more information, please contact Staff Liaisons: Alisa Backstrom, City Treasurer ([email protected]) or Linda Wine, Administrative Assistant at [email protected].