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Investment Advisory Committee

Committee Members

Frank Allen, Chair, Citizen Member
Julia James, City Treasurer
Lynn M. Lauderdale, Vice Chair, Citizen Member                 
Stan Lewczyk, Citizen Member
Joe Felz, City Manager
Ramona Castaneda, Acting Revenue & Utility Services Manager                                    
Doug Chaffee, Mayor
Greg Sebourne, Alternate
Julia James, Director of Administrative Services          

The Investment Advisory Committee reviews the City’s investment portfolio and makes recommendations on investment strategy and policy.  The Committee consists of the City Manager, City Treasurer, Mayor, Director of Administrative Services and three community members appointed by the City Council.  The Administrative Services Department provides staff report to the Committee.

Qualifications for appointment include residency within the City of Fullerton and some working knowledge of portfolio investing.

The Committee meets quarterly on the third Thursday in February, May, August and November at 4:00 p.m. in the Law Library on the third floor of City Hall.

Duties of the committee include reviewing and making recommendations on the City's investment strategy and policy. The Committee meets quarterly at 4:00 p.m., in Fullerton City Hall, 303 W. Commonwealth Avenue, 3rd Floor, Fullerton, CA 92832. Access older agenda/minutes in the archive.  

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