Mission Statement

The CitrinGroup Investment Policy Board reviews and advises the firm on all matters relating to investments and reporting.  As an entity, we seek to discuss and evaluate our current portfolios and practices, and develop new strategies and policies when necessary to better the services and advice provided to our clients.

Board Members

• Jonathan Citrin, Chief Executive Officer & CCO – CitrinGroup
• Lou Camacho, Account Manager – Charles Schwab
• Mbodja Mougoué, Professor – Wayne State University
• Tim Mrock, Director of Operations, Online Services, Trading – CitrinGroup

Board Liaison

• Parker Plague, Research Associate – CitrinGroup

Meeting Frequency

The CitrinGroup Investment Policy Board meets quarterly, with more frequent meetings when necessary.