Ullico Adds Senior Corporate Credit Professionals at UIA Investment Management

Washington D.C. (August 6, 2019) – Ullico is pleased to announce the addition of Mike Barone and Andrew G. Stone, CFA to UIA Investment Management, LLC (UIA-IM), a recently launched investment platform providing fixed-income investment management services to institutional fund sponsors.

"Our team of talented and experienced investment professionals continues to grow," said Edward M. Smith, President and Chief Executive Officer of Ullico Inc. "UIA-IM is well-positioned to provide fixed-income management services to Taft-Hartley pension funds, union operating funds, and other institutional funds, including corporate and public pension funds, endowments and foundations, family offices, and government reserve funds."

"Ullico Investment Advisors is committed to expanding the range of investment strategies offered to institutional investors, and our recent growth in fixed-income assets under management and investment personnel is an indication of our progress," said Joseph Linehan, President of Ullico Investment Advisors, Inc.

"We are pleased to welcome Mike Barone and Andy Stone to our team. Their experience and skill in managing corporate credit and multi-sector portfolios rounds out our investment capability, and we are now fully staffed for management of multi-sector, core bond portfolios," said Stephen Eason, President of UIA Investment Management, LLC.

Mr. Barone serves as Head of Corporate Credit Research at UIA-IM. In this role, he builds analytical models and systems used to evaluate company capital structures and credit, and is responsible for the analysis and selection of corporate credit securities. Over the last 20 years, Barone has covered investment grade and high yield bonds, convertible bonds, and bank loans in various credit analyst roles with asset managers, hedge funds, banks, and insurance companies. Prior to joining UIA-IM, he was a member of the Strategic Debt Management Group at North Carolina State University. He has also served as a Senior Credit Analyst with Silverback Asset Management, Akela Capital, Deutsche Asset Management, and MetLife Investment Management. Prior to joining MetLife, Mr. Barone served over seven years on Active Duty in the US Army as a Field Artillery Officer. Mr. Barone earned a Bachelor of Science in Psychology from the United States Military Academy at West Point, and a Master of Business Administration in Finance from Hofstra University. He also completed The Bank of New York’s formal credit training program.

Mr. Stone joins as Senior Portfolio Manager focusing on corporate credit and multi-sector investment strategies at UIA-IM, leading the firm’s corporate credit investment activity. Previously Mr. Stone served as a Director in the Fixed Income Group at Invesco Institutional, based in Atlanta, Georgia. During his 21 years at Invesco, Mr. Stone held various positions, including serving for six years as a Portfolio Manager for Institutional Core Fixed Income portfolios. For 12 years, he served as a Senior Credit Research Analyst and covered industrial issuers across the credit spectrum in both cash and structured products. He also served as a credit trader, responsible for executing cash and CDS transactions in the financial sector. Prior to joining Invesco, Mr. Stone served six years on Active Duty in the US Army as a Field Artillery Officer. He is a graduate of US Army Airborne and Ranger Schools. Mr. Stone holds a Master of Business Administration from Duke University’s Fuqua School of Business and a Bachelor of Science in General Engineering from the United States Military Academy at West Point.

About UIA Investment Management (UIA-IM)

UIA Investment Management is a U.S. fixed-income management firm offering a range of U.S. fixedincome strategies tailored to meet the needs of institutional investors, including Taft-Hartley, public, and corporate pension funds, endowments, foundations, and government reserve funds.

About Ullico

For more than 90 years, Ullico has been a proud partner of the labor movement, keeping union families safe and secure. From insurance products that protect union members, leaders and employers, to investments in building projects that have created thousands of union jobs, our customers continue to trust us with protecting their families, employees and investments. The Ullico Inc. Family of Companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. For additional information, visit www.ullico.com.


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