Profil
Mr. Andrew S.
Ulland, CFA MBA, is VP, Senior Analyst & Associate Portfolio Manager at Cornerstone Capital Management LLC.
Prior to joining Cornerstone as an Analyst, he was a Vice President and Research Analyst at BlackRock Inc. where he was responsible for coverage of the Financial and Consumer sectors for small- and mid-cap growth products.
Before joining BlackRock, he worked in equity research at MFS Investment Management covering healthy living consumer stocks.
He began his investment career at Ulland Investment Advisors, where he was a Portfolio Manager.
He has a BA in Economics, cum laude, from Carleton College and an MBA from the Tuck School of Business at Dartmouth.
Anciens postes connus de Andrew Swen Ulland
| Sociétés | Poste | Fin |
|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Gestionnaire de Portefeuille-Actions | 01/05/2013 |
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Gestionnaire de Portefeuille-Actions | - |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Cornerstone Capital Management LLC
 Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Analyst-Equity | - |
Formation de Andrew Swen Ulland
| Carleton College | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Cornerstone Capital Management LLC
Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
