The APIC Board of Directors

APIC Officers
President Elaina S. Spilove, CIMA - Institutional Consulting Director	Term Expires: 2010 1650 Market Street Philadelphia, PA 19103 tel: 215-854-6029 fax: 215-854-6125 Email: elaina.s.spilove@smithbarney.com
Vice President/President Elect Norman E. Nabhan	Term Expires: 2010 222 Delaware Avenue, 7th floor Wilmington, DE 19801 tel: (302) 888-4101 Email: norman.e.nabhan@citi.com
Secretary/Treasurer Susan Yelen, SIMC, CRPS, CIMA, CFP®	Term Expires: 2010 1065 Hwy 315, Cross Creek Pointe, Ste 401 Wilkes-Barre, PA 18702 tel: (570) 821-1800 Email: susan.c.yelen@smithbarney.com
Past President Douglas Berger, CFP®, CIMA, SIMA	Term Expires: 2010 2011 NW Myhre Road, Suite 301 Silverdale, WA98383 tel: (360) 613-1984 Email: douglas.berger@smithbarney.com

Directors
Senior Vice President - Wealth Management Lisa F. Blonkvist, CIMA	Committee: Private Wealth Management Term Expires: 2011 9311 San Pedro, Suite 1200 San Antonio, TX 78216 tel: (210) 366-6624 Email: lisa.f.blonkvist@smithbarney.com
First Vice President - Wealth Management Janet R. Bolton, CFP®, CIMA, SIMC	Committee: Conference Committee Term Expires: 2011 15341 South 94th Avenue, Suite 200 Orland Park, IL 60462 tel: (708) 226-5412 fax: (708) 226-5444 Email: janet.r.bolton@smithbarney.com
Institutional Consulting Director Ross Charkatz, CIMA, CICG	Term Expires: 2012 1050 COnnecticut Ave, NW, Ste 800 Washington, DC 20036 tel: (202) 861-5071 Email: ross.charkatz@citi.com
Senior Vice President - Wealth Management George T. Cook	Term Expires: 2012 101 S. Lions Drive, ste 105 Barrington, IL 60010 tel: (847) 382-6608 Email: george.t.cook@citi.com
Institutional Consulting Director Mike Engel, CIMA	Term Expires: 2011 1050 Connecticut Ave., NW, Suite 800 Washington, DC 20036 tel: (202) 861-5003 fax: (202) 857-5460 Email: michael.l.engel@smithbarney.com
Senior Vice President - Investments Brian L. Hein, SIMC	Committee: Technology Committee Term Expires: 2010 6710 N. Scottsdale Road, Suite 250 Scottsdale, AZ 85253 tel: (480) 368-6507 fax: (480) 368-6622 Email: brian.l.hein@citi.com
Director-Wealth Management Brian J. Kelly, Sr., SIMC	Committee: Teams and Practice Management Term Expires: 2010 400 Campus Drive Florham Park, NJ 07932 tel: (973) 236-3500 fax: (973) 236-3605 Email: brian.j.kelly@smithbarney.com
Senior Vice President Ronald A. Oleet, SIMC, FPS	Term Expires: 2010 450 Lexington Ave, 40th floor New York, NY 10017 tel: (212) 692-2888 Email: ronald.a.oleet@smithbarney.com
Vice President - Wealth Management John ("Tim") T. Sharpe, CIMA. SIC	Term Expires: 2011 2800 Post Oak Blvd., 51st Floor Houston, TX 77056 tel: (713) 993-2763 Email: tim.sharpe@smithbarney.com
Senior Vice President - Investments Timothy J. Skelly, CIMA	Committee: Practice Management Term Expires: 2010 111 Santa Rosa Avenue, Suite 200 Santa Rosa, CA 95404 tel: (707) 571-5739 fax: (707) 571-5775 Email: tim.skelly@citi.com
Director - Wealth Management Keith K. Swanson, CIMA	Term Expires: 2012 4201 Westown Parkway, Ste 320 W. Des Moines, IA 50266 tel: (515) 327-4808 Email: keith.k.swanson@citi.com
Director - Investments Scott G. Thayer, CIMA	Term Expires: 2012 111 Santa Rosa Avenue, Ste 200 Santa Rosa, CA 95404 tel: (707) 571-5709 Email: scott.thayer@citi.com

At Large Directors
Senior Vice President-Wealth Management Mark T. Curtis, SIC, CCGD	Committee: Corporate Client Group Term Expires: 2010 1001 Page Mill Road, Bldg. 4, Suite 101 Palo Alto, CA 94304 tel: (650) 496-4220 fax: (650) 858-4803 Email: mark.t.curtis@citi.com
Frank Hill, CIMA	Term Expires: 2010 53 State Street, 39th Floor Boston, MA 02109 tel: (617) 589-3239 Email: frank.hill@citi.com
Institutional Consulting Director Donald C. Lucci, CIMA	Term Expires: 2010 500 Lee Street EWast, Ste 300 Charleston, WV 25301 tel: (304) 353-9031 Email: donald.c.lucci@citi.com
Senior Vice President - Wealth Management Sandra J. Smith, CFP®, CIMA	Committee: Legal, Regulatory and Governance Term Expires: 2010 4520 Main Street, 8th floor Kansas City, MO 64111 tel: (816) 932-7816 Email: sandra.j.smith@citi.com
Senior Vice President - Wealth Management Jeffrey L. Wigbels, CIMA, SIC	Committee: Conference Agenda Planning Term Expires: 2010 5565 Glenridge Connector, Suite 19000 Atlanta, GA 30342 tel: (404) 459-3801 fax: (404) 459-3838 Email: jeffrey.l.wigbels@smithbarney.com

CG Liaisons
MSSB Chief Strategist Jeffrey Applegate	New York, NY tel: (212) 783-3274 Email: jeffrey.applegate@citi.com
Managing Director Henry Kaplan	2000 Westchester Ave Purchase, NY tel: (914) 225-6092 Email: henry.kaplan@morganstanley.com
Director James (Jim) J. Tracy	787 7th Avenue, 15th Floor New York, NY 10019 tel: (212) 783-3009 Email: james.j.tracy@citi.com

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