Roderick J. Newman
Roy W. Sanchez
Edward J. Hamb II
David L. Long Executive Director
Sherry Mose, Employee Trustee Position 5
Sherry Mose is Plan Administrator of the City of Houston Deferred Compensation Plan. She is responsible for all aspects of this program, which is available to over 23,000 employees.
Ms. Mose serves as the Chairman of HMEPS. She holds the positions of Chair of the External Affairs Committee, Chair of the Investment Committee and Vice Chair of the Personnel and Procedures Committee. Ms. Mose serves on the Texas Association of Public Employee Retirement Systems’ (TEXPERS) Board of Directors where she previously served as the first vice president and currently serves as secretary. Ms. Mose currently also serves on the Board of Directors for the National Conference on Public Employee Retirement Systems (NCPERS), and is a member of Houston Organization of Public Employees (HOPE).
Ms. Mose served as President for the National Association of Government Defined Contribution Administrators (NAGDCA) and is a frequent speaker at deferred compensation and pension conferences. Ms. Mose has received her Chartered Trustee (CT) and Chartered Pension Executive (CPE) designations from the National Society of Pension Professionals, as well as Certified Retirement Administrator (CRA) and Certified Retirement Counselor (CRC) certifications from The International Foundation for Retirement Education (InFRE). She has obtained certificates from the Program for Advanced Trustee Studies at Harvard Law School and has completed the TEXPERS Certified Trustee Training (CTT), an in-depth course on ethics, investments, fiduciary duties, actuarial matters and accounting matters. She received her bachelor’s degree from the University of Louisiana at Lafayette, Louisiana and completed her financial planning courses at the University of St. Thomas.
Ms. Mose received the Director’s Award for Outstanding Achievement, the City of Houston Communicator Award for excellence in employee communication, the NAGDCA Leadership Recognition Award, and the National Association of Securities Professionals (NASP) Joyce Johnson Award for outstanding leadership in advancing the ideals and principles of NASP and its mission to make a difference for minorities and women professionals in the securities industry.
Ms. Mose was involved in the School-To-Work program with the Houston Independent School District. As a former member of Brentwood Baptist Church, she served as President of the New Members Orientation Committee, and she currently volunteers as a kindergarten associate at River Pointe Church (RPC+).
Roy W. Sanchez, Employee Trustee Position 6
Roy W. Sanchez was elected to the Board of Trustees in 2010. He is Chair of the Audit Com-mittee, Vice Chair of the Investment Committee, and previously chaired the Disability Committee. Mr. Sanchez has served the City of Houston for over 26 years as a Senior Electrical Inspec-tor in the Code Enforcement Division of Houston Public Works Department.
Mr. Sanchez is currently serving as President of American Federation of State County and Mu-nicipal Employees (AFSCME) Houston Organization of Public Employees (HOPE) Local 123, former 4 term Treasurer of Houston Organization of Public Employees (HOPE) Local 123. He also serves as a Departmental Union Representative and was part of the negotiation team for the Meet and Confer for all Houston municipal employees. He is currently a Member of the Executive Board of the Texas Gulf Coast Area Labor Federation, AFL-CIO and Texas AFL-CIO Vice President of District 3.
Mr. Sanchez completed the Certified Trustee Training (CTT) offered by the Texas Association of Public Employee Retirement Systems (TEXPERS), an in-depth course on ethics, investments, fiduciary duties, actuarial matters and legal matters. He also completed the Program for Ad-vanced Trustee Studies at Harvard Law School. Mr. Sanchez attended San Jacinto Junior Col-lege, the University of Houston, Houston Community College and Eastern Community College.
Lonnie Vara brings a wealth of experience to his role as Trustee. Mr. Vara began working in the City’s Civil Services Department in 1974 and retired as the Human Resources Director in 2006 after 32 years. Mr. Vara was a long-time Board member prior to his retirement, and was first elected to the Board as a retiree Trustee in 2008. He serves as the Chair of the Personnel and Procedures Committee. He also serves on the Budget and Oversight, External Affairs, and Investment Committees. Mr. Vara was a founding member of the Association of Retired Houston Municipal Employees (ARHME) and currently serves on its Board of Directors. He also serves on the Board of the Houston Employee Relief Organization (HERO).
Roderick J. Newman
Mr. Newman graduated from the University of Houston in 1977 with degrees in Social Science Teacher Education and Sociology. Prior to attending college, he served honorably in the United States Air Force and is a Vietnam veteran.
Mr. Newman is a 32-year city employee and was first elected to the HMEPS Board in 1992. He was the first African American to be elected to the Board and served in an active employee Trustee position for more than 16 years. He was also the first African American to serve as Chairman of the HMEPS Board. He currently serves as an elected Retiree Trustee and has over 20 years of experience on the HMEPS Board and chaired or served on numerous committees such as Disability, Personnel & Procedures, External Affairs and Audit. Rod has completed Certified Trustee Training offered by TEXPERS and has received training in finance, ethics, fiduciary responsibilities, Pension Law and Actuarial science.
He also serves on the Boards of the Association of Retired Houston Municipal Employees (ARHME), the Houston Employee Relief Organization (HERO), and the Houston Metropolitan Federal Credit Union (HMFCU).
In his personal life, he is married and the father of two lovely children and is also actively involved in school, church and community activities.
Rhonda Smith was elected to the HMEPS Board in 2020 and currently serves as Secretary of the Board. Ms. Smith is the Chief Financial Officer/Deputy Director for the Houston Police Department (HPD). She and her team provide oversight of HPD’s general fund, special funds, and capital improvement budgets, procurement administration and grant management. Ms. Smith also oversees HPD City Council liaison responsibility on behalf of the department, and is part of the Executive Command Staff.
Ms. Smith previously served as the Executive Director of HMEPS and the Deputy Director of the Houston Firefighters’ Relief and Retirement Fund. Before returning to the public sector, she worked as the CFO for large nonprofit organizations including the Greater Houston American Red Cross and the Greater Houston Convention and Visitors Bureau.
Ms. Smith has served in volunteer roles with numerous professional and non-profit organizations, including National Executive Board Member and Chair of Audit Committee for the Government Finance Officers Association (GFOA), American Leadership Forum (ALF) Senior Fellow and Board Member; Advisory Committee Member for the Texas Wall Street Women organization and general member of Greater Houston Chamber of Commerce, Executive Women Partnership - Greater Houston Partnership and the Houston Organization of Public Employees (HOPE).
Ms. Smith holds a Master’s in Business Administration from the University of Houston and a Bachelor’s of Science degree in Accounting from The Ohio State University. She is a graduate of the Rice University Certified Financial Planner Certification Education Program. Ms. Smith was recently recognized by the Texas Executive Women as a 2019 Women on the Move recipient and by the Houston Business Journal as one of Houston’s top Women Business Leaders - 2018 Women Who Mean Business recipients.
Lenard Polk has been a Trustee on the HMEPS Board for over 12 years and currently serves as the Vice-Chairman of the Board. He also serves as Chair of the Disability Committee, Vice Chair of the Audit and Budget and Oversight Committees, and serves on the External Affairs, Investment and Personnel and Procedures Committees. Mr. Polk is a Deputy Director in the Controller’s Department where his responsibilities include analyzing the City’s budget. Mr. Polk earned a Bachelor of Science degree from the University of Houston and an Associate of Arts degree from Houston Community College. He is also a founding member of HOPE Local #123.
With over 30 years of dedicated service on the Board, Barbara Chelette has consistently worked and advocated for the highest level of professionalism and performance for the System. Ms. Chelette was employed by the City of Houston Fire Department (HFD) in 1968. She served in many capacities during her career at HFD and retired as a Deputy Director after 33 years of service. Ms. Chelette holds the distinction as the first non-classified (non-firefighter), and the first woman in the history of the HFD, to hold a position on the Fire Chief’s Executive Command Staff.
Ms. Chelette has served on the HMEPS Board since 1989. She has served on and chaired numerous committees during her tenure and holds a “Certified Trustee” distinction. As a Trustee, Ms. Chelette represents the interests of approximately 29,000 active and retired members of HMEPS. She has been a member of the Texas Association of Public Employee Retirement Systems for 22 years and served on the TEXPERS Board of Trustees for 12 years. Ms. Chelette serves as Vice Chair on the External Affairs Committee. She also serves on the Budget and Oversight, Investment, and Personnel and Procedures Committees.
Ms. Chelette served on the Supervisory Committee of the Houston Firefighters Federal Credit Union for five years, has been a Congregational Representative for Northwest Ministries (NAM) for 2 years, and volunteers with Pregnancy Assistance Center North (PACN) along with other various organizations in the community.
Edward J. Hamb II
Ed Hamb was first appointed to the Board in March 2013. He serves on the Budget and Oversight and Investment Committees. Mr. Hamb has over 20 years of experience in establishing and executing the strategies necessary to transform go-to-market initiatives in organizations from startups to multi-billion dollar global enterprises. His practice focuses on managing inside turnarounds and translating conceptual models into specific growth strategies.
He has worked in various senior capacities at Noble Commodities, Transalta and Enron. Mr. Hamb has generated over $1.5B in contract value while in these roles.
Mr. Hamb is married to Dr. Joslyn Campbell-Hamb and he has two sons: Edge and Ethan.
David Donnelly was first appointed to the Board in October 2016 as the Mayoral Appointee. He serves on the Audit and Investment Committees. Mr. Donnelly is the Tax Director for the Carr, Riggs & Ingram LLC Houston Office. He has more than 35 years of experience providing tax planning services for clients with an emphasis in real estate and individual taxation in the greater Houston, Texas area. His industries of focus encompass professional service firms, commodity traders, and real estate investors and developers. Mr. Donnelly has previously been named one of the “Nation’s Top Most Influential Practitioners” in CPA Magazine and NPA Magazine.
Mr. Donnelly is a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TXCPA). He chairs the Federal Tax Policy Committee for the TXCPA. Mr. Donnelly received his Bachelor’s degree from the University of Texas.
Mr. Patterson was first appointed to the Board in February 2013 as a City Council appointee. He serves on the Investment and Personnel and Procedures Committees. Mr. Patterson’s practice focuses on public finance, acting as bond counsel, underwriters counsel and disclosure counsel for bonds for cities, counties, school districts, state agencies, university systems, hospitals, special districts, municipal water and sewer systems and airports.
Mr. Patterson also has experience acting as counsel to banks providing credit and liquidity support for tax-exempt financings for municipal, healthcare and school district borrowers.
In addition, Mr. Patterson represents political subdivisions with respect to numerous public law issues, including compliance reviews, elections, the Open Meetings Act and the Public Information Act.
Denise Castillo-Rhodes was first appointed to the Board in April 2017 as a City Council Appointee. She serves on the Disability and Investment Committees. Ms. Castillo-Rhodes is Executive Vice President and Chief Financial Officer of Texas Medical Center, with oversight and leadership of accounting, finance, budgeting, risk management, investments, debt financing and tax compliance. Additionally, as a member of the executive leadership team, she is involved in the formation of the long-term strategic initiatives and planning, which includes the development of the collaborative bio-life science ecosystem.
Ms. Castillo-Rhodes serves in leadership roles with numerous non-profit organizations such as University of St. Thomas, St. Thomas High School, Medical Bridges, Greater Houston Women’s Chamber of Commerce, American Red Cross, and the American Heart Association. In 2016, Ms. Castillo-Rhodes was named Businesswoman of the Year and "Top 100 Women to Watch in America”. In 2017, she was honored as an "Outstanding Woman in Banking and Finance,” was named the University of St. Thomas Cameron School of Business Distinguished Alumnus and was a University of Texas at El Paso College of Business Gold Nugget Award recipient. In 2018, Ms. Castillo-Rhodes was among the women honored as the 2018 ABC 13 Women of Distinction.
David L. Long
David L. Long has a long history with HMEPS, both as a member and as the plan administrator of the system. As a member with over 31 years of service, and as the Executive Director of HMEPS for over 23 years, David has gained valuable experience in plan administration, financial matters, investment management, and board governance.
Prior to his work in the public pension arena, David worked for 13 years in the City of Houston Finance and Administration Department, primarily on issuing tax exempt municipal bonds.
David is a graduate of Texas A & M University, where he received a Bachelor of Science Degree in 1974, and a Masters Degree in 1976.
BOARD OF TRUSTEES
HMEPS is administered by an 11-member Board of Trustees. The Trustees include four elected trustees who are members of HMEPS, two elected trustees who are retirees of HMEPS, a trustee appointed by the elected trustees, the mayor's appointee, the controller's appointee, and two city council appointees.
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