Investment Advisory Committee

About the Committee:


The Investment Advisory Committee (CAC) was established in 1995 as an administrative advisory committee to the City Manager. The IAC provides added insight and an independent perspective on the City’s investment policies and practices in accordance with Chapter 4.10 of the City Charter (Treasurer/Fiscal Director. Powers and Duties) and Section 53600 et al. of the California Government Code. The duties of the IAC and the Finance Director/Treasurer follow the City’s Investment Policy.

Meeting Information:



Date: Fourth Thursday of January, April, July, October
Time: 3:30pm
Location: City Hall

Current members are:

  • Chair Kent Grealish, CFP
  • Brian Berberet, CFA
  • Hal Fick
Want to serve on a board or commission?
As a resident of and registered voter in the City of San Mateo, you are eligible to serve on a board or commission. Interested parties must complete and return the Board and Commission Application.

Meeting Agendas and Minutes:

2017  2016  2015 2014 2013