-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
Norman E. Nabhan
, CIMA
Term Expires: 2011
5051 Westheimer, Suite 2100
Houston, TX 77056
tel: (713) 499-3024
Email: norman.e.nabhan@mssb.com
President-Elect/Vice President
Michael L. Engel
, CFA, CIMA
Term Expires: 2011
1050 Connecticut Ave, NW, Ste 800
Washington, DC 20036
tel: (202) 861-5003
Email: michael.l.engel@mssb.com
Secretary/Treasurer
Tim Skelly
, CIMA
Term Expires: 2011
111 Santa Rosa Avenue, Suite 200
Santa Rosa, CA 95404
tel: (707) 571-5739
Email: tim.skelly@mssb.com
Past President
Elaina S. Spilove
, CIMA - Institutional Consulting Director
Term Expires: 2011
1650 Market Street
Philadelphia, PA 19103
tel: 215-854-6029
fax: 215-854-6125
Email: elaina.s.spilove@mssb.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@mssb.com
First Vice President - Investments
Janet R. Bolton
, CFP®, CIMA, SIMC
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@mssb.com
Senior Vice President
Peter D. Cartwright
, SIMC, CIMA
Committee: Membership Committee
Term Expires: 2013
801 Grand Avenue, Suite 3800
Des Mones, IA 50309
tel: (515) 283-7031
Email: peter.d.cartwright@mssb.com
Institutional Consulting Director
Ross Charkatz
, CIMA, CICG
Term Expires: 2012
1050 Cnnecticut Ave, NW, Ste 800
Washington, DC 20036
tel: (202) 861-5071
Email: ross.charkatz@mssb.com
Senior Vice President - Wealth Management
George T. Cook
, CIMA
Term Expires: 2012
760 W. Main Street, Suite 200
Barrington, IL 60010
tel: (847) 382-6608
Email: george.t.cook@mssb.com
Senior Vice President
Jolly H. Gissell
, CIMA
Term Expires: 2011
860 Via de la Paz
Pacific Palisades, CA 90272
tel: (310) 573-4601
Email: jolyion.gissell@mssb.com
Senior VIce President
J. Randy Gunnip
, CIMA, SIC
Term Expires: 2013
201 Main Street, Suite 1500
Fort Worth, TX 76102
tel: (817) 820-2210
Email: randy.gunnip@mssb.com
Senior Vice President
Ronald A. Oleet
, SIMC, FPS
Term Expires: 2013
450 Lexington Ave, 40th floor
New York, NY 10017
tel: (212) 692-2888
Email: ronald.a.oleet@mssb.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@mssb.com
Senior Vice President
Sandra J. Smith
, CFP®, CIMA
Term Expires: 2013
4520 Main Street, 8th floor
Kansas City, MO 64111
tel: (816) 932-7816
Email: sandra.j.smith@mssb.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@mssb.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
Term Expires: 2011
1001 Page Mill Road, Bldg. 4, Suite 101
Palo Alto, CA 94304
tel: (650) 496-4220
fax: (650) 858-4803
Email: mark.t.curtis@mssb.com

Frank Hill
, CIMA, CICD, PWMA
Term Expires: 2011
53 State Street, 39th Floor
Boston, MA 02109
tel: (617) 589-3239
Email: frank.hill@mssb.com
Institutional Consulting Director
Donald C. Lucci
, CIMA
Term Expires: 2011
500 Lee Street East, Ste 300
Charleston, WV 25301
tel: (304) 353-9031
Email: donald.c.lucci@msb.com
Vice President
Victoria Polinski
, CIMA
Term Expires: 2011
5051 Westheimer, Suite 2100
Houston, TX 77056
tel: (713) 499-3034
Email: victoria.polinski@mssb.com
CG Liaisons
Managing Director
Henry Kaplan
2000 Westchester Ave
Purchase, NY
tel: (914) 225-6092
Email: henry.kaplan@mssb.com
Director
James (Jim) J. Tracy
2000 Westchester Avenue
Purchase, NY 10577
tel: (914) 225-7332
Email: james.j.tracy@mssb.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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