Investment Advisory Board

The Investment Advisory Board is a five-member body established to guide the Commissioner of Finance in the implementation of the County’s investment policy. Appointed by County leadership, the Board provides independent oversight and expertise in monitoring investment performance, reviewing cash flow projections, and considering economic forecasts. Meeting quarterly with the Commissioner of Finance and staff, the Board ensures fiscal accountability and transparency. It reports annually to the County Executive and the County Legislature on the County’s investment performance.

Members

Name Position
   
   
   
   
   
   

 

Membership Rules

The Board shall consist of five members–two of which are appointed by the County Executive, one by the County Comptroller, one by the Chair of the County Legislature, and one by the Minority Leader of the County Legislature.

 

Meetings

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About

Mission

  • The Ulster County Investment Advisory Board promotes fiscal responsibility and transparency by advising County leadership on investment performance, policies, and strategies to safeguard public funds and strengthen the County’s financial stability.

 

Enabling Legislation

 

Board Documents

 

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