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Board of Trustees


Board of Trustees
KURT BROWNING
Chairman
Pasco County Schools
Contact:   ksbsos@pasco.k12.fl.us 
JANICE KEREKES
Vice Chairperson 
Clay County School District
Contact:  janice.kerekes@myoneclay.net
SALLY MOSS
Secretary 
Sumter County School District
Contact:  Sally.Moss@sumter.k12.fl.us 
TOM BEXLEY
Clerk of the Circuit Court & Comptroller
Flagler County
ADDISON DAVIS
Superintendent
Hillsborough County Schools
Contact:  addison.davis@hcps.net
ANNE A. FRITZ
Chief Financial Officer
City of St. Petersburg FL
Contact:  aafritz@stpete.org
SCOTT HOPES
School Board Member
School District of Manatee County
Contact:  hopess@manateeschools.net 
DIANE KORNEGAY 
Superintendent
Lake County School District 
Contact:  KornegayD@Lake.k12.fl.us
GERRY LACHNICHT
Investment Advisory Committee
The Villages
Contact:  glachnicht@sabaltrust.com
BARBARA MC QUINN
School Board Member
School District of Palm Beach County
Contact:  Barbara.mcquinn@palmbeachschools.org  
ANDREA MESSINA
Ex-Officio
The Florida School Boards Association
Contact:  messina@fsba.org
BRIAN MOORE
Ex-Officio
Florida Association of District School Superintendents
Contact:  bmoore@fadss.org 
MARK MULLINS
Superintendent
Brevard County Schools
Contact:  mullins.mark@brevardschools.org 
 

 

 

Investment Advisory Committee
LEANNE EVANS, CHAIRPERSON
Treasurer
The School District of Palm Beach County
Contact: leanne.evans@palmbeachschools.org  
MARK PETERSON, VICE CHAIRPERSON
Treasury/Audit Supervisor
Brevard County
Contact: Mark.peterson@brevardclerk.us
DOMINICK J. CRISTOFARO
Senior Finance Manager -
Treasury
Pasco County Schools
Contact:  dcristof@pasco.k12.fl.us 
RAFAEL PEREZ
Debt & Investment Specialist
Osceola Clerk of the Circuit Court

IVAN PERRONE
Treasurer
Broward County School Board

ALICE POSADA
Director of Finance
Marion County Public Schols
Contact: alice.posada@marion.k12.fl.us

OLGA SWINSON
Chief Finance Officer
Pasco County Schools
Contact:  oswinson@pasco.k12.fl.us 

 

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider Florida Public Assets for Liquidity Management (the "Fund" or "FL PALM") investment objectives, risks, charges and expenses before investing. This and other information about the Fund is available in the Fund's Information Statement, which should be read carefully before investing. Copies of the Fund's Information Statement may be obtained by calling 1-877-495-8246 or are available on the Fund's website at www.fl-palm.com.  While the FL PALM Portfolio seeks to maintain a stable net asset value of $1.00 per share and the FL PALM Term Portfolio seeks to achieve a new asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC. 

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