-StreetSmarts Usage Policy
       -Guide for Consultants
       -Code of Ethics
       -APIC's Officers and Directors
       -APIC'S Strategic Plan
       -Annual Membership Report
       -APIC Organizational Chart
       -APIC By Laws
       -Policy & Governance Manual        -APIC Committees

The APIC Board of Directors

APIC Officers
President
Elaina S. Spilove
, CIMA, SIC
Term Expires: 2009
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: 2009
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: 2009
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: 2009
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
First Vice President - Wealth Management
Christine L. Brinton
, CFP®, SIMC, CIMA
Committee: CG Institutional
Term Expires: 2010
2011 NW Myhre Road, Ste 301
Silverdale, WA 98383
tel: (360) 613-1985
fax: (360) 613-1992
Email: christine.l.brinton@smithbarney.com
Vice President - Wealth Management
Robert P Compton
, CIMA, SIMC
Term Expires: 2009
101 South Hanley Road, Suite 600
Clayton, MO 63105
tel: (314) 889-4849
fax: (314) 889-8199
Email: robert.p.compton@smithbarney.com
Senior Vice President - Investments
Mike Engel
, SIMC
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
Vice President - Wealth Management
Ed Johnson
, AIF
Committee: Corporate Retirement Services
Term Expires: 2009
333 South 7th Street, Suite 2600
Minneapolis, MN
tel: (612) 371-8860
Email: edward.n.johnson@smithbarney.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
Scott L. Pann
, CIMA, SIMC
Committee: City Family Office
Term Expires: 2011
121 S. Tejon Street, Suite 700
Colorado Springs, CO 80903
tel: (719) 577-6322
Email: scott.pann@citi.com
Vice President - Wealth Management
Gregg Paulson
, CIMA
Term Expires: 2009
6710 N. Scottsdale Road, Suite 250
Scottsdale, AZ 85253
tel: (480) 368-6535
fax: (480) 368-6622
Email: gregg.r.paulson@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
Senior Vice President-Wealth Management
Skip Sussman
, SIMC
Committee: Membership
Term Expires: 2009
750 Lindaro St., Suite 300
San Rafael, CA 94901
tel: (415) 328-6222
fax: (415) 482-2750
Email: skip.sussman@smithbarney.com
At Large Directors
Institutional Consulting Director
Ross Charkatz
Committee: Corporate Retirement Services
Term Expires: 2009
1050 Connecticut Ave, NW, Suite 800
Washington, DC 20036
tel: (202) 861-5071
Email: ross.charkatz@citi.com
Senior Vice President - Wealth Management
George T. Cook
Committee: CIC
Term Expires: 2009
101 S. Lions Drive, Ste 105
Barrington, IL 60010
tel: (847) 382-6608
Email: george.t.cook@citi.com
Senior Vice President-Wealth Management
Mark T. Curtis
, SIC, CCGD
Committee: Corporate Client Group
Term Expires: 2009
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
Senior Vice President - Wealth Management
Sandra J. Smith
, CFP®, CIMA
Committee: Legal, Regulatory and Governance
Term Expires: 2009
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: 2009
5565 Glenridge Connector, Suite 19000
Atlanta, GA 30342
tel: (404) 459-3801
fax: (404) 459-3838
Email: jeffrey.l.wigbels@smithbarney.com
CG Liaisons

Patrick M. Schussman
, CG Director, CFA
787 7th Avenue, 13th Floor
New York, NY 10019
tel: (212) 783-2519
fax: (212) 783-2530
Email: patrick.m.schussman@citi.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
CFO Representative
Edward J. Orazem
787 7th Avenue, 15th Floor
New York, NY 10019
tel: (212) 783-3081
Email: edward.j.orazem@citi.com

Click Here to Become an APIC Member

8826 Santa Fe Drive, Suite 208,
Overland Park, KS 66212
Phone: (913) 381-4458 * Fax: (913) 381-9308
Email: apic@sbcglobal.net

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