Investment Advisory Board

Mission StatementThe 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 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. 

MembershipThe 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
Michelle Schuetz, Vice Chair Tony Strickland
Mark Ellett Gracey Van Der Mark
Monica Erskine Rhonda Bolton
Dennis Kelly Natalie Moser
Martha Marrow Casey McKeon
Doug Misterly Pat Burns

VacanciesIn 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.

Meeting Details The Board meets quarterly on the 4th Thursday of January, April, July and October at 5:00pm at the City Hall, Lower Level Room B7.  For more information, please see Current Agendas page below. 

Agenda & MinutesCurrent Agendas & Minutes (Post-2019)

Archived Agendas and Minutes (Pre-2019)

Staff Liaisons For more information, please contact Staff Liaisons: 

Jennifer McCann, Accounting Technician
[email protected] / 714-374-5308