Joseph R. Linehan has been an integral member of the Ullico family of companies since 1984 when he joined the company as a Group Life and Health Underwriter. Since then, Mr. Linehan has held a number of investment management positions with increasing responsibility over his nearly 30 years with the company, including Security Analyst and Money Market Trader. Most recently he served as Vice President responsible for the fixed income and private equity portfolios of the company, managing approximately $600 million in assets.
Mr. Linehan serves as President of Ullico Investment Company Inc. (UIC) where he oversees broker-dealer activities of the company and its sister divisions, as well as a Trustee of the Ullico Defined Benefit and Contribution Plans. In addition to his current duties as President of UIC, Mr. Linehan was named President of Ullico Investment Advisors Inc. (UIA) in August 2011. In this role, he is responsible for managing the Investment Services division for Ullico Inc. and for overseeing the investment operations of UIA, including the monitoring and selection of sub-advisors for third party assets.
Mr. Linehan earned his Bachelor of Arts degree in Economics and his MBA in Finance from the University of Maryland, College Park. He holds the Financial Industry Regulatory Authority (FINRA) designations of General Securities Principal (Series 24), General Securities Representative (Series 7), Limited Representative – Investment Banking (Series 79) and Agent (Series 63).
A Washington, D.C. native, Mr. Linehan currently resides in Rockville, Maryland with his wife and three sons.