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Consultant Profiles

Consultant Profiles. Scott G. Thayer, CIMA Director - Investments Institutional Consulting Director. Background and Accomplishments:

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Consultant Profiles

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  1. 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.

  2. 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.

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