Supplemental Retirement Plans Board of Trustees

The Supplemental Retirement Board of Trustees administers the Supplemental Retirement Income Plan that was established under the North Carolina Public Employee Deferred Compensation Plan and the North Carolina Public School Teachers' and Professional Educators' Investment Plan. N.C.G.S. 143B-426.24 and N.C.G.S. 115C-341.2.

The State Treasurer serves as Chair for the Supplemental Retirement Board.  In addition to the Treasurer, the Board consists of eight other members:  six members appointed by the Governor who have experience in finance and investments, one of whom shall be a State employee and one of whom shall be a retired State or local governmental employee; one person appointed by the General Assembly upon the recommendation of the Speaker of the House; and one member appointed by the General Assembly upon recommendation of the President Pro Tempore of the Senate.  N.C.G.S. 135-96.
CaryNCBS Economics and Psychology, MSE, CFPOther Financial Services/Financial Advisor
CharlotteNCRetail investment management
Winston-SalemNCCPA, Masters in AccountingState Treasurer
ApexNCCFP, CFA, ADPARetail investment management
RaleighNCMBA, BSBAReal estate investment
CharlotteNCB.S. Business Administration (Finance)Institutional investment management
RaleighNCBA History; MBAReal Estate/Institutional Investment Management
CaryNCMPA, Public Finance; BA Political Science/Business Admin.State Employee/Experience in Finance & Investment
DurhamNCAccounting, Business ManagementRetired State Employee/Accounting, Other Financial Services