Consultant Profiles Scott G. Thayer, CIMA Director - Investments

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Presentation transcript:

Consultant Profiles Scott G. Thayer, CIMA Director - Investments Institutional Consulting Director Background and Accomplishments: Mr. Thayer co-manages the regional CIC office in Santa Rosa, California; one of 31 National Citi Institutional Consulting offices focusing primarily on institutional relationships. Serves on the board of Trustees for the Investment Management Consultants Association (IMCA). Scott and the Consulting Team were ranked in Barons’ Top 100 Advisors list in the United States for 2005. 24 years experience with Citi in Santa Rosa, California. 1998 John Ellis Award for recognition by Consulting Group Institutional Services as the Top Institutional Consultant for 1998. Presented by Sanford Weil, CEO, Citi. Co-Chair, Consulting Group Institutional Technology Committee responsible for the design of the Consulting Group’s performance measurement & monitoring system program (ORION). Board of Directors 2004 to 2006, (APIC) Association of Professional Investment Consultants. 2002 Tom Gorman Award Recipient – Leadership & Service to (APIC) Association of Professional Investment Consultants. 1995 Apply the Knowledge Award Winner, Consulting Group University - Acknowledgment for training and education at the National Smith Barney CGU Conference. 1998 & 1993 Harry Irvine Award Recipient - Quality/Integrity/Service to Clients award presented to one consultant annually within Smith Barney. Education, Designations and Employment: Institutional Consulting Director, Senior Vice President. Citi Institutional Consulting. 2005 to present, 24 years experience. Senior Institutional Consultant, Senior Vice President. Consulting Group Institutional Services. 1983 to 2005. Certified Investment Management Analyst (CIMA), Wharton School, University of Pennsylvania. Lecturer, Department of Finance - Chico State University, California 1979 to 1983. Investments, Finance and Capital Market Theory Courses. Financial Analyst - Control Data Corporation, 1977. MBA-Finance, Chico State University, Chico California. Professional Associations: Investment Management Consultants Association (IMCA) – Board of Trustees. Association of Professional Investment Consultants (APIC) - Member. Investment Committee, Sonoma County Community Foundation - Trustee.

Consultant Profiles Timothy J. Skelly, CIMA Senior Vice President - Investments Institutional Consulting Director Background and Accomplishments: Mr. Skelly co-manages the regional CIC office in Santa Rosa, California; one of 31 National Citi Institutional Consulting offices focusing primarily on institutional relationships. 21 years professional investment experience with the last 12 years with Citi. Contributing Member of Consulting Group Alternative Investments Committee. Responsible for the development of Advanced Portfolio Analytics for clients of the Santa Rosa office of Citi Institutional Consulting. Served as a trustee of the McDonald’s Charities Investment Program (MCIP), an institutionally managed investment fund for participating Ronald McDonald House Charities internationally. Board of Directors, Chairman Planned Giving Committee, Endowment Fund Committee, Ronald McDonald House Charities of Southern California 1999 to 2002. Vice President of the Board of Trustees, Chairman Investment Committee, Los Angeles Ronald McDonald House 1994 to 2002. 2006 Harry Irvine Award Recipient - Quality/Integrity/Service to Clients award presented to one consultant annually within Citi. Professional Associations: Association of Professional Investment Consultants (APIC) – Board of Directors. Research & Evaluation Committee – Co Chair Investment Management Consultants Association (IMCA) - Member. Education, Designations and Employment: Institutional Consulting Director, Senior Vice President. Citi Institutional Consulting. 2005 – Present. 21 years experience. Senior Institutional Consultant, Senior Vice President. Consulting Group Institutional Services. 1994 to 2005. Certified Investment Management Analyst (CIMA), Wharton School, University of Pennsylvania. Investment Strategist Certificate, Aresty School of Executive Education, Wharton School, University of Pennsylvania. BS-Kinesiology, University of California Los Angeles.