In July 2008, Al was nominated as Consultant of the Year in the 2008 Nonprofit Awards for Excellence, which was
sponsored by Foundations & Endowments Money Management.

Al has developed a special interest and consulting skills in the area of tax-exempt assets. This includes extensive
knowledge of the regulatory and liability issues facing all individuals who act as fiduciaries. Al has presented seminars
and written articles on fiduciary requirements under the Employee Retirement Income Security Act of 1974 (ERISA). Al
has lectured to the Sellinger Scholars at the Sellinger School of Business at Loyola College in Maryland on the subject of
institutional investing. He has completed the Callan College for Fiduciary Training.

Al earned his Bachelor of Science Degree in Business Administration from the University of Dayton. Upon graduation,
he entered the United States Air Force, obtaining the rank of Captain. After receiving an Honorable Discharge from the
Air Force, he started his career in the financial services industry, which included Dupont, Walston & Company and
Merrill Lynch Pierce Fenner & Smith. He currently serves on the Board of the Trustees for Oldfields School. He
contributes to local activities through his involvement on the Board at Oldfields School and the Ravens Lacrosse Club.

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