Elisa Goldberg
Senior Administrative Assistant - Financial Management
1112 Manatee Avenue West, Bradenton, FL 34205
Purpose
The purpose of the Investment Policy Advisory Board is to support the investment objectives of safety of capital, liquidity of funds and investment income. Abiding by the current approved investment policy, this board will make recommendations and discuss opportunities with the investing consulting firm.
Membership Requirements
The Committee shall consist of the following:
- The Clerk of Court
- Clerk authorized staff
- (1) One County Commissioner
- (1) One Representative from the public who is a resident of Manatee County who is an investment professional with a valid certification
Members of the Committee shall complete eight (8) hours of continuing education in subjects or courses related to investment practices and products annually. The Committee shall act solely on oversight capacity to prepare reports and recommendations to the Board of County Commissioners.
Application
Applications are only accepted when there are advertised vacancies on the board. Applicants for the Investment Policy Advisory Board must complete the Advisory Board Application , including the supplemental questions on page four, and provide a current and comprehensive resume or curriculum vitae. All documents must be completed and submitted for the applicant to be considered for appointment.
Meeting Info
Meetings will be held quarterly.
10 to 11:30 a.m.
Third Floor Conference Room at the Historic Courthouse
1115 Manatee Ave W., Bradenton FL 34205
Advisory board meeting records can be found here: Treasury Management
Meeting Name
Meeting Downloads
November 4, 2024
August 26, 2024
May 6, 2024
Members
Name:
Hunter Foxwell
Term Expires:
01/02/2027
Seat:
Financial Management Appointed Member
Name:
Angelina Colonneso
Seat:
Manatee County Clerk of Circuit Court & Comptroller
Name:
Kim Wilder
Seat:
Manatee County Clerk Office
Name:
Mike Rahn - County Commissioner
Term Expires:
01/02/2027
Seat:
County Commissioner
Name:
Alex Gault
Term Expires:
01/02/2026
Seat:
Manatee County Resident