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Investment Education and Financial Planning Seminars.
On-line access to Retirement Plans through Fidelity.com.

Financial Reporting Certificate.

Montgomery County Consolidated
Retiree Health Benefits Trust


 

About the Board of Trustees - People

The Board is comprised of thirteen trustees as shown below. All Board members are appointed by the County Executive and confirmed by the County Council.

Joseph Adler, Chair Montgomery  County Director of Human Resources, Ex-Officio Member
Robert Doody, Vice Chair Montgomery County Public Schools Retired Employees Representative
David J. Locke, Secretary Montgomery County Council Representative
Jefferi K. Lee Public Representative
Gino Renne OPT/SLT Bargaining Unit Designee
Joseph F. Beach Montgomery County Director of  Finance, Ex-Officio Member
Arjan Berkelaar Montgomery County Council Representative
Jeffrey Buddle Fire & Rescue Bargaining Unit Designee
Stephen Farber Montgomery County Council Administrator, Ex-Officio Member
Jennifer A. Hughes Montgomery County Director of Management and Budget, Ex-Officio Member
George Willie Public Representative
Kelda J.C. Simpson Police Bargaining Unit Designee
William Talbot Montgomery College Bargaining Unit Designee
Jennifer E. Barrett Retired Employees Representative
Vacant Montgomery County Public Schools Bargaining Unit Designee
Marisa N. Grant Montgomery County Public Schools Superintendent Representative
Ruby Sherman Montgomery College Preseident Representative
Lynda Von Bargen Montgomery College Retired Employees Representative
Diane Wurdeman Non-Bargaining Unit Representative

The day-to-day management of the Board of Trustees is delegated to the Executive Director, who is recommended by the Board and appointed by the Chief Administrative Officer. The Executive Director acts as an adviser to the Board on all investment-related matters and oversees all Board and investment activities.

The Board's General Counsel represents the Board on tax and fiduciary matters.