Committees

Becoming Stronger, Together
APIC members are innovators. We actively create and introduce techniques and methods to provide cutting-edge service and expertise to our clients, and to develop our practices. We have organized ourselves into committees that focus on our special areas of expertise or need, and that provide an excellent forum for members to express opinions to people who will listen to their concerns.

Advocacy Committees
Advocacy Committees include Research and Evaluation, Corporate Services, Private Wealth Management, Legal and Regulatory, Technology, Endowment/Foundation and others.

Innovation Committees
Committee dedicated to innovating how we advise our clients and run our practices - the implementation of the cutting edge - include Best Practices, Business Advisors, (K)-Group/Corporate Services, and Team Practice Management, Professional Development and others.

Standing Committees
There are additional Standing Committees dedicated to association administration and governance. From time to time additional Task Forces may be formed to study and recommend action on a particular need or circumstance. These committees conduct research, share ideas, develop tools and communicate resulting focus items to the APIC Board.

Priority Objectives
Each year the APIC Board gathers these focus items and selects several as "APIC Priorities". As your advocate, APIC works actively with the Firm to achieve these Priority objectives on your behalf.

Join a Committee Today
Committee service is a highly rewarding and valuable activity - and the principal source of ideas and innovation members bring to the Firm and to the industry.

CG INSTITUTIONAL

(a) CG Institutional:
Susan Inwood, Chair 310-443-0527
Chris Brinton, Board Liaison 360-613-1985

(b) CIC:
George Cook, Chair and Board Liaison 847-382-6608

CITI FAMILY OFFICE
Michael Sawyer, Chair 212-603-6269
Scott Pann, Board Liaison 719-577-6322

CONFERENCE
Mark Poindexter, Co-Chair 202-861-5003
Janet Bolton, Co-Chair and Board Liaison 708-226-5412
Jeff Wigbels, Agenda Oversight Chair 404-459-3801

CORPORATE CLIENT GROUP

(a) Corporate Services:
Brian Penzel, Chair 650-496-4220
Mark Curtis, Board Liaison 650-496-4220

(b) Corporate Retirement Services:
Edward Johnson, Chair 612-371-8860
Ross Charkatz Board Liaison 202-861-5071

LEGAL, REGULATORY AND GOVERNANCE
Sandra Smith, Board Liaison 816-932-7816

MEMBERSHIP
John Halperin, Chair 818-382-5710
Skip Sussman, Board Liaison 415-328-6222

PRIVATE WEALTH MANAGEMENT

(a) Under $10 Million Committee:
Neil McCall, Co-Chair 417-885-1619
Carol Goodman, Co-Chair 513-762-5222
Lisa Blonkvist, Board Liaison 210-366-6624

(b) Over $10 Million Committee:
Damon Focaracci, Co-Chair 831-757-6201
Todd Schwartz, Co-Chair 303-925-9673
Lisa Blonkvist, Board Liaison 210-366-6624

PROFESSIONAL DEVELOPMENT
Marybeth Emson, Chair 973-236-3500
Janet Bolton, Board Liaison 708-226-5412

PORTFOLIO CONSTRUCTION
Tim Sharpe, Chair 713-993-2747
Tim Skelly, Board Liaison 707-571-5739

TEAM AND PRACTICE MANAGEMENT
Ron Oleet, Chair 212-692-2888
Brian Kelly, Sr., Board Liaison 973-236-3500

TECHNOLOGY

(a) Internet Services:
Thomas Davis, Chair 909-625-9719
Brian Hein, Board Liaison 480-368-6507

(b) Technology: David Crosby, Chair 505-875-6222
Brian Hein, Board Liaison 480-368-6507