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Trust Highlights

 

Board of Trustees
KURT BROWNING
Superintendent
Pasco County Schools
Contact:  ksbsos@pasco.k12.fl.us 
MIKE GREGO
Board Vice-Chair
Superintendent
Pinellas County Schools
Contact:  super@pcsb.org 
CHUCK SHAW
Board Chair
The School District of Palm Beach County
Contact:  chuck.shaw@palmbeachschools.org  
SCOTT HOPES
School Board Member
School District of Manatee County
Contact:  hopess@manateeschools.net 
JANICE KEREKES
School Board Member
Clay County School District
Contact:  janice.kerekes@myoneclay.net 
SALLY MOSS
School Board Member
Sumter County School District
Contact:  Sally.Moss@sumter.k12.fl.us 
WILLIAM MONTFORD
Ex-Officio
The Florida Association of District School Superintendents
Contact:  bmontford@fadss.org  
ANDREA MESSINA
Ex-Officio
The Florida School Boards Association
Contact:  messina@fsba.org  
TOM BEXLEY
Clerk of the Circuit Court & Comptroller
Flagler County
Contact:  tbexley@flaglerclerk.com 
 MARK MULLINS
Superintendent
Brevard County Schools
Contact:  mullins.mark@brevardschools.org 
ADDISON DAVIS
Superintendent
Clay County Schools
Contact:  addison.davis@myoneclay.net 
 GERRY LACHNICHT
Investment Advisory Committee
The Villages
Contact:  glachnicht@sabaltrust.com 

 

 

Investment Advisory Committee
ALICE POSADA
Director of Finance
Marion County Public Schols
Contact: alice.posada@marion.k12.fl.us 
PENNIE ZUERCHER
Chief Financial Officer
Brevard County Schools
Contact: zuercher.pennie@brevardschools.org 
STEVEN COMPTON
Director,
Treasury Services
Orange County Public Schools
Contact: steven.compton@ocps.net  
DOMINICK J. CRISTOFARO
Senior Finance Manager -
Treasury
Pasco County Schools
Contact:  dcristof@pasco.k12.fl.us 
MARK PETERSON
Treasury/Audit Supervisor
Brevard County
Contact: Mark.peterson@brevardclerk.us  
LEANNE EVANS, CHAIRPERSON
Treasurer
The School District of Palm Beach County
Contact: leanne.evans@palmbeachschools.org  
DEBRA MULLER, VICE CHAIRPERSON
Chief Financial Officer for
Financial Services
Volusia County Schools
Contact: DMuller@volusia.k12.fl.us  
 IVAN PERRONE
Treasurer
Broward County School Board
KEVIN SMITH
Associate Superintendent,
Finance & Business Services
Pinellas County Schools
Contact:  smithk@pcsb.org 
OLGA SWINSON
Chief Finance Officer
Pasco County Schools
Contact:  oswinson@pasco.k12.fl.us 

 

 

 

 

 



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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