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Citi Institutional Consulting’s Spectrum Inst. Consulting At Citi Recognized As A Top-ranked Finan

Citi institutional consulting’s spectrum institutional consulting at citi recognized as a top-ranked financial advisor team − selected by the winner’s circle in research magazine−
 

FOR IMMEDIATE RELEASE

PR Log (Press Release)Sep 08, 2008 – SCOTTSDALE, AZ − Citi Institutional Consulting is pleased to announce that Spectrum Institutional
Consulting, comprised of financial advisors James A. Pupillo, CIMA®, CIMC®, Senior Vice President
– Investments, Alan D. Klibanoff, Senior Vice President – Investments, Brian L. Hein, CIMA®,
CRPS®, Senior Vice President – Investments, James G. Cooper, First Vice President – Investments,
Tyson W. Kelley, Second Vice President – Investments, David Brasfield, CRPS® , Second Vice
President – Investments, Aaron Brasfield, Institutional Consulting Analyst, Darren A. Evans, CIMA®,
Institutional Consulting Analyst, Mike Baker, Institutional Consulting Analyst, Traci Hapke, Group
Administrator and Lisa L. Basila, Registered Associate was recognized in Research Magazine as one
of its Top-Ranked Advisor Teams in America. The article appeared in the September, 2008 issue and
is based on the methodology and criteria of independent research organization The Winner’s Circle.
"These teams are true client advocates," RJ Shook, President and Founder of The Winner’s Circle,
said, "always striving to provide the highest quality advice and service to their clients."
The Winner’s Circle screens more than 7,000 financial professionals nationwide on an annual basis
for all projects and selected 50 horizontal full service financial advisor teams using a combination of
quantitative and qualitative criteria. * Those identified on the list were selected based on their
continued focus on adhering to the best practices that govern our business, success and quality
service that they provide to their clients.

©2008 Citigroup Global Markets Inc. Member SIPC. Citi Institutional Consulting is a division of Citigroup Global Markets Inc. Securities are
offered through Citigroup Global Markets Inc. Citigroup Global Markets Inc. and Citibank are affiliated companies under the common control
of Citigroup Inc. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and
registered throughout the world.
Citi, the leading global financial services company, is affiliated with millions of clients, corporations, governments and institutional investors
in more than 100 countries and offers a broad range of financial products, advice and services, including consumer banking and finance,
corporate and investment banking, securities brokerage, wealth management and alternative investments. Citi is also recognized as a
leader in corporate responsibility, sustainable growth, financial education and microfinance and it is a component of the Dow Jones
Sustainability Index and FTSE4Good Index. Additional information may be found at www.citigroup.com or www.citi.com.
*Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner's Circle®, LLC , bases its rankings on
qualitative criteria: professionals with a minimum of 7 years' financial services experience, acceptable compliance records, client retention
reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, advisor teams are quantitatively ranked
based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional
measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person
interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on
customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com. The rating may not be
representative of any one client's experience because it reflects a sample of all of the experiences of the advisor's clients. The rating is not
indicative of the advisor's future performance. Neither Smith Barney nor its financial advisors pay a fee to The Winner's Circle in exchange
for the rating.
PRESS CONTACT: Todd Baker, Branch Office Manager, 480-368-6600

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Email Contact:Click to email
Issued By:Citigroup Inc. (NYSE symbol: C)
Phone:480-368-6515
Address:6710 N. Scottsdale Road
City/Town:Scottsdale
State/Province:Arizona
Zip:85253
Country:United States
Categories:Banking, Business, Loans
Last Updated:Sep 08, 2008
Shortcut:http://prlog.org/10114986

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