City of Huntington Beach
Investment Advisory Board
Governed by Chapter 2.110 of Municipal Code
Acts in advisory capacity to City Council and City
Treasurer in matters pertaining to the City’s
investments
Each City Council member appoints one member
to serve concurrent term
2022
Investment Advisory Board Members:
MEMBER NAME APPOINTED BY
Sean Heyman Dan Kalmick
Syndia Attardo Kim Carr
Scott Dowds Barbara Delgleize
Mark Ellett Erik Peterson
Monica Erskine Ronda Bolton
Dennis Kelly Natalie Moser
Rita Pitcher Mike Posey
2022 Annual Report:
Duties included:
Review and make recommendations regarding:
Investment Policy Statement and compliance
Investment strategies and opportunities
Relevant governmental legislation
Quarterly investment reporting
Preparation of Annual Report
Investment Advisory Board
Conclusions:
City Treasurer has managed City funds as
a fiduciary with adherence to governmental
regulations, and
Maintained and followed Investment Policy
Statement guidelines and criteria:
Safety
Liquidity
Market Rate of Return