Scott Thoma

* Co-Chair the firm's Investment Policy Committee, which serves as a steward of the firm's investment philosophy, reviewing, approving and providing oversight for the advice and guidance necessary to help clients meet their long-term financial goals

* Build, develop, and lead a team of financial planning professionals

* Craft the vision and strategy for the direction of the firm's financial planning advice and guidance

* Develop, as well as oversee the team's development, of the firm's advice and guidance for financial planning strategies in the areas of retirement, health care, estate planning and protection, personally authoring over 30 reports and producing over 100 as a team

* Serve as spokesperson for the firm's financial planning advice in both internal and external settings such as financial advisor meetings, client events and media

* Help with the creation and strategy of the firm's first mutual fund advisory offerings, primarily focused on the investment management and strategy

* Lead a team of investment professionals responsible for the development and communication of the investment strategy of the firm's advisory offerings

* Craft market commentaries, author strategy reports, and serve as the spokesperson for the investment strategy regarding the firm's mutual fund advisory offerings

* Craft market commentaries and strategy reports related to the outlook for the markets and the economy

* Develop buy/hold/sell equity recommendations for securities in the medical device (2002-2006) and technology (2000-2002) sectors

* Perform robust quantitative and qualitative analysis on individual equity securities and the markets/economy

* Serve as a spokesperson for the firm in both internal and external settings, including financial advisor and client events and in the media

• Served as an instructor of Corporate Finance and Risk Management
• Improved student understanding by efficiently managing teaching materials and answering students' discussion inquiries
• Created and implemented course agendas, lesson plans and activities to successfully meet course objectives

• Consulted with clients to set appointments, discuss products, and resolve concerns
• Coordinated client, office, and regulatory paperwork