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Investment Advisory Subcommittee (IASC)

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  1. Seek the advice of professional money managers, subject to the approval of the Board of Directors.
  2. Evaluate and select an investment advisor in accordance with the investment policies specified by the Board of Directors.
  3. Evaluate, on a quarterly basis, the reports submitted by the investment advisor.
  4. Monitor the portfolio allocation in accordance with the policies established by the Board of Directors.
  5. Make recommendations to the Board of Directors through Finance Committee on the investment of Association funds, including recommendations for changes in asset allocations, if deemed appropriate.
By-Laws:Not Referenced.Rules: Not Referenced.
Standing?This is not a standing committee.
Approved Date(s):4/11/2024
Committee Keywords: No Keywords Entered

Board of Directors
Finance Cmte  [Status]
Investment Advisory SC  [Status]

» Conflict of Interest report for IASC
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Zhong Su
Subcommittee Chair

2024 Roster

(dates shown below are start and end dates of position.)

= complete and up-to-date
= up-to-date but expires soon
= incomplete or out of date conflict of interest statement.

VOTING AppointmentsThere are 5 voting members.

up-to-dateMax Amurao, PhD

4/11/2024 - 12/31/2026 Member

up-to-dateHeeteak Chung, PhD

4/11/2024 - 12/31/2026 Member

up-to-dateJiajian Shen, PhD

4/11/2024 - 12/31/2026 Member

up-to-dateZhong Su, PhD, MBA

4/11/2024 - 12/31/2026 Subcommittee Chair

up-to-dateAmelia P. Wexler, PhD

4/11/2024 - 12/31/2026 Member
NON-VOTING AppointmentsThere are 2 non-voting members and guests.

up-to-dateSamuel G. Armato III, PhD

4/11/2024 - 12/31/2024 Treasurer (ex officio, nonvoting)

up-to-dateJonathan Harrier

4/11/2024 - 12/31/2024 Consultant - CFG Wealth Management Services, Inc (nonvoting)
HQ Team Appointed to CommitteeThere are 1 staff.

up-to-dateRobert McKoy

4/11/2024 - 12/31/2037 Associate Executive Director, Finance (ex officio, nonvoting)

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