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Santa Clara Valley Transportation Authority Retiree Trust Funds
The Santa Clara Valley Transportation Authority Retiree Trust Funds functions as an irrevocable trust established to deliver other post-employment benefits for...
Santa Clara Valley Transportation Authority Retiree Trust Funds
The Santa Clara Valley Transportation Authority Retiree Trust Funds functions as an irrevocable trust established to deliver other post-employment benefits for retirees of the Santa Clara Valley Transportation Authority. Greg Richardson serves as Chief Financial Officer with oversight of trust investments. Carolyn Gonot acts as General Manager and CEO of VTA. The trust deploys capital to meet OPEB liabilities. Assets are co-managed with Amalgamated Transit Union Local 265 via a joint board structure. Operations center in San Jose, California, alongside the VTA Cash and Investment Pool. The fund holds active membership in CALAPRS. No additional offices or headcount figures appear in public records. AUM stands at the Altss-derived level of 163 million USD.
General information
Firm type
Pension Fund
Year founded
2008
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, California, United States
Principals
Greg Richardson
Chief Financial Officer and Assistant General Manager of VTA
Carolyn Gonot
General Manager and CEO of VTA
Frequently asked questions
Who oversees investment decisions at the Santa Clara Valley Transportation Authority Retiree Trust Funds?
Greg Richardson, CFO and Assistant General Manager of VTA, holds oversight of trust investments (Altss research).
How is the Santa Clara Valley Transportation Authority Retiree Trust Funds structured relative to VTA?
It operates as a separate irrevocable trust account for OPEB liabilities, administered under VTA leadership with joint board input from Amalgamated Transit Union Local 265 (Altss research).
Does the Santa Clara Valley Transportation Authority Retiree Trust Funds participate in industry associations?
Yes, it maintains membership in CALAPRS, the California Association of Public Retirement Systems (Altss research).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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