Ullico | Investment Management Team

Our Team

UIA-IM Team Profiles

Stephen A. Eason, CFA
President
UIA Investment Management, LLC
919.928.5962

Anna Griffiths, CFA
Associate Portfolio Manager
UIA Investment Management, LLC

Daniel R. Adler
Senior Portfolio Manager
UIA Investment Management, LLC

Kristie Hannemann, CFA
Research and Information Systems Manager
UIA Investment Management, LLC

Michael J. Barone
Director of Corporate Credit Research
UIA Investment Management, LLC

St. John M. Kelliher, CFA, CPA
Director of Operations and Risk Manager
UIA Investment Management, LLC

Timothy J. Cunneen, CFA
Chief Investment Officer
UIA Investment Management, LLC

David Robinson
Trading Analyst
UIA Investment Management, LLC

Julie E. Curd
Director of Client Service
UIA Investment Management, LLC
919.928.5985

Andrew G. Stone
Senior Portfolio Manager
UIA Investment Management, LLC

Ullico Investment Services Management and Sales Team

Joseph R. Linehan
President
Ullico Investment Advisors, Inc.
202.682.6684

Luke Howe
Managing Director
North Central Region
312.810.5069

Cathy A. Humphrey
Senior Vice President, Investment Operations,
Chief Operations Officer
Ullico Investment Advisors, Inc.
Ullico Investment Company, LLC
202.682.7927

Michael Norkus
Director, Institutional Sales
Western Region
312.560.8257

Michael L. Pistner
Vice President
Managing Director, Consultant Relations
Ullico Investment Company, LLC
202.302.1263

Patrick White
Director, Institutional Sales
Northeast Region
617.501.1667

Corporate Resources

As a subsidiary of Ullico Inc. Family of Companies, UIA Investment Management, LLC utilizes various corporate resources to effectively run operations of the fixed-income business.

UIA-IM is a Relying Adviser in reliance upon the SEC's staff's no-action letter to the American Bar Association dated January 18, 2012. UIA has entered into a subadvisory agreement with UIA-IM in connection with and in furtherance of its and their collective conduct of a single advisory business. UIA-IM is a subsidiary of Ullico Investment Advisors, Inc, an investment adviser registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940, as amended.



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