Investment Committee

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Purpose
Created By
Membership Details
Terms
Required for a Quorum
Meetings Held
Is Financial Disclosure Required to Serve?
Board Liaison
Board Coordinator
Board Members

Purpose

The purpose of the Investment Committee is to advise the Board of County Commissioners on matters relating to financial investments.

Created By

The Investment Committee was created by Resolution No. 95-20.

Membership Details/Requirements

  • This Board consists of five (5) members
  • Each commissioner appoints one member to serve

Appointment Terms

Members terms run concurrent with the term of the appointing commissioner.

Required for a Quorum

Three (3)

Meetings Held

  • This Board meets on a quarterly basis, the dates are set by the Board Clerk
  • Clerk of Court, 5th Floor Conference Room, 201 S. Indian River Drive, Fort Pierce, FL 34950

Is Financial Disclosure Required to Serve?

No

Board Liaison

Shai Francis, COO of the Finance Department

franciss@stlucieclerk.com

772-462-1482

Board Clerk

Melissa Upton, Recording Secretary/Administrative Assistant

uptonm@stlucieclerk.com

772-462-1682

Board Members

Member                                         
Appointed By                                   
Term Expires                          
 Howard Conklin  Commissioner Townsend  
 Mike Dillman  Commissioner Hutchinson  
 Thomas Jones  Commissioner Bartz  
 Jerrod R. Trefelner
 Commissioner Mowery
 
 Shaun E. Williams  Commissioner Dzadovsky