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Mission statement

The Investment Committee shall advise and assist the Board of Directors on matters relating to IEEE investments.

The IEEE Investment Committee shall be appointed by and shall report to the Board of Directors.

The Investment Committee shall meet and act pursuant to such rules as it shall determine, but no report or recommendation shall be implemented without the approval of the Treasurer.

The Investment Committee may recommend to the Board of Directors the appointment of one or more asset managers who shall have the authority to invest, manage, or control IEEE assets subject to the terms of the their appointment, and to restrictions and specifications therein.


Meeting information

The dates of the upcoming Investment Committee meetings are as follows:

Date(s)  Location
 15 - 16 March 2018  Orlando, FL, USA
 XX August 2018  IEEE Offices, New York, NY, USA
 10 - 11 October 2018  TBD



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Investment guidelines

The Investment Operations Manual includes details on Investment Committee's operations and guidelines. 

The Investment Guidelines outline retirement fund guidelines and objectives. 

The Investment Committee Charter contains details on administration, objectives, duties, rotation plans for Members-at-Large and Chair, and the Conflict of Interest Statement. 

The Operational Cash Fund Investment Guidelines provide a framework for management of IEEE Operational Cash Fund assets. 


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Committee roster

  • Richelle Sugiyama, Chair
  • Garrett Walls, Vice Chair
  • Tony Dote, Jr., Member at Large
  • John Jenks, Member at Large
  • Deborah Imondi, Member at Large
  • Thomas Lee, Member at Large
  • William Lee, Member at Large
  • Ash Williams, Member at Large
  • TBD, IEEE Board Rep
  • Joe Lillie, IEEE Treasurer
  • Melba Crawford, IEEE TAB Rep
  • Dave Green, IEEE Foundation Treasurer/Corresponding Member


Thomas R. Siegert, CFO, Finance and Administration

Staff Support 

Thomas Lynch, Sr. Staff Director, Financial Services
Phone:  +1 732 562 5388            Email:

Suzanne Stiles, Staff Secretary, Sr. Manager, Financial Control & Compliance
Phone: +1 732 562 5322             Email:


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