Investments
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 Chair
Dianne L. Metcalf
Metcalf Resources
1330 Post Oak Blvd. #1600
Houston, TX 77056-3017
(713) 963-4680
FAX (713) 963-4663
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Vice Chair
Gregory L. Mayer
Spectra Energy Corp
5400 Westheimer Ct
Houston, TX 77056-5310
(713) 627-5334
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- Reviews the investment portfolio and sets investment policy.
- Meets quarterly with the Investment Advisor.
(Composed of seven members who shall include: the Treasurer of the Society/Foundation (who will serve as the chairperson), the President-elect, the Treasurer-elect, a representative from the CPAs Helping Schools Committee, a representative from the Personal Financial Planning Committee, and two members appointed by the President from the membership of the Society.)
Staff Liaison
Bryan Montemayor
(713) 622-7733 x25