Board Members

  • Carol Broad

    Carol Broad

    Vice President - Mayoral Appointee

    Carol Broad, a San Diego native, has 30 years of financial experience, primarily providing investment advice to major public and corporate pension funds. She retired from Russell Investments, where she was Director, Real Estate Private Equity, in charge of Russell's global real estate manager research and portfolio management. She has been active in the community as a Partner with Social Venture Partners, a venture philanthropy organization. Ms. Broad holds a Bachelor of Science in Biochemistry and a Master of Business Administration from UCLA.

    Term Date: March 31, 2021

  • Thomas P. Battaglia

    Thomas P. Battaglia

    Active General Trustee

    Thomas Battaglia is a Senior Budget Development Analyst for the Financial Management Department. Thomas has been with the City of San Diego since 2002 in different departments including: Park and Recreation, Fire-Rescue, Public Utilities, Public Works and currently Financial Management. He has a Bachelor of Science in Business and a Master of Arts in Management both from the University of Redlands.

    Term Date: March 31, 2021

  • Carina E. Coleman

    Carina E. Coleman

    Mayoral Appointee

    Carina Coleman is an accomplished investment management professional with Sempra Energy and has experience managing both tax exempt and tax sensitive assets, including qualified and non-qualified retirement plan assets. She has expertise in constructing portfolios to meet return and risk objectives, conducting investment manager due diligence, negotiating investment management agreements, and analyzing risk and performance. Ms. Colman was previously a corporate treasury manager with The Walt Disney Company.  

    Term Date: March 31, 2023

  • Charles F. Hogquist

    Charles F. Hogquist

    Retired Trustee

    Charles "Charlie" Hogquist was sworn in as a San Diego Police Officer in 1978. He retired as a Lieutenant in 2006 to take a position with the San Diego Community College Police Department. He served as the SDCCDPD Police Chief until his subsequent retirement in 2013. Presently he works as a tour conductor for the Old Town Trolley and enjoys showing off San Diego to visitors and locals. Charlie holds a Bachelor of Arts degree in Accounting from Queens College of City University of New York and is a 1981 graduate of the University of San Diego School of Law. 

    Term Date: March 31, 2023

  • George C. Kenney

    George C. Kenney

    Mayoral Appointee

    George Kenney is founder and Managing Director of Shepherd Ventures, a technology, software, and life sciences fund. He has extensive experience in money management and investment risk management. He is also the founder of Entrepreneur’s Boot Camp which equips CEO’s to raise financing for their companies. Mr. Kenney volunteers his time with the San Diego Museum of Art and Faith Community Church. He has a Master’s Degree in Business Administration from Columbia University, an MSEE from Stanford University, a BSEE from Rensselaer Polytechnic Institute, and graduated from Harvard’s Industrial Management Program.

    Term Date: March 31, 2021

  • Michael H. McBride

    Michael H. McBride

    Active Fire Safety Trustee

    Michael McBride has been with the San Diego Fire Department for 20 years. He currently holds the rank of Battalion Chief.

    Term Date: March 31, 2021

  • Thanasi K. Preovolos

    Thanasi K. Preovolos

    Mayoral Appointee

    Preovolos is an attorney with more than 15 years of experience in estate planning and qualified and non-qualified benefit plans. He is the owner at Preovolos Lewin & Hezlap, ALC where he specializes in asset protection strategies. In addition, Preovolos represents clients with pension plan compliance issues before the Internal Revenue Service. He is a Board Member of the East County YMCA and the Greek Orthodox Youth Folk Dance Festival.

    Term Date: March 31, 2021

  • Roberta Spoon

    Roberta Spoon

    Mayoral Appointee

    Roberta Spoon is a licensed CPA. Ms. Spoon was a founding partner at the forensic accounting firm of Brodshatzer, Wallace, Spoon & Yip, CPAs from 1988, retiring in 2016. Ms. Spoon is an active volunteer. She recently completed two terms as Board Vice Chair for the San Diego Housing Commission, where she worked closely with the Finance Department, served as their Audit Committee Chair and served on the Strategic Planning Committee. Currently she also volunteers for the Lawrence Family Jewish Community Center as Audit Committee Chair and Housing Development Partners, serving as an Audit Committee Chair and as Board Treasurer. Ms. Spoon earned a Bachelor’s Degree in Accounting and a Master’s Degree in Business Administration, Finance from San Diego State University.

    Term Date: March 31, 2021

  • Louis J. Maggi

    Louis J. Maggi

    Active Police Safety Trustee

    Louis J. Maggi has been a San Diego Police Officer for 20 years, and is a currently a Detective Sergeant assigned to the Homicide Unit. He worked in Western Division as a patrol officer for seven years before being promoted to Detective. As a Detective, Mr. Maggi spent four years in the Financial Crimes Unit and five years in the Homicide Unit. As a Sergeant, he worked in Southeastern Patrol before being assigned back to the Homicide Unit. Mr. Maggi previously served as the San Diego Police Officers Association representative to the San Diego City Employees Retiree Medical Trust, and gained training and experience working with employee benefit plans. Mr. Maggi holds an Associate of Science degree in Administration of Justice and has attended hundreds of additional hours of specialized investigative training. He is also a Police Officer Standards and Training (POST) Certified instructor and currently instructs in the POST Officer Involved Shooting Investigation course.

    Term Date: March 31, 2023

  • Almis Udrys

    Almis Udrys

    Mayoral Designee

    Mr. Udrys has served the City of San Diego since April 2011 and is currently the Director of Performance & Analytics where he oversees innovative programs that improve transparency, customer experience and employee engagement. Before arriving at the City, Almis served as the State of California as a budget negotiator, health care policy expert, and performance auditor.

    Term Date: No end date

  • Jeffrey J. Wallace

    Jeffrey J. Wallace

    Active General Trustee

    Jeffrey Wallace is an associate management analyst for the City’s Real Estate Assets Department where he is a financial analyst in the corporate services division. Before taking on his current position, Jeffrey worked in the City’s Debt Management Department where he was responsible for administering bond funds. He has a bachelor degree in Economics from San Diego State University and Jeffrey has been a City employee since 2007. Jeffrey Wallace will serve as the second of two active, General Members elected to the Board.

    Term Date: March 31, 2021