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Profil
James Edward Ulland is the founder of Ulland Investment Advisors LLC, founded in 1997, where the title held was President from 1997 to 2024.
Former jobs include Director at Minnesota Orchestral Association, Director at Leviathan Minerals Group, Inc., Executive Vice President at Kopp Investment Advisors LLC in 1996, Corporate Banker and Officer at US Bank Trust, NA (St. Paul, Minnesota) in 1990, and Commissioner at Minnesota Department of Commerce in 1995.
Education history includes an undergraduate degree from Carleton College in 1964 and an MBA from The Wharton School of the University of Pennsylvania in 1966.
Anciens postes connus de Jim Ulland
| Sociétés | Poste | Fin |
|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Directeur Général | 29/11/2024 |
Minnesota Orchestral Association
 Minnesota Orchestral Association Movies/EntertainmentConsumer Services Provides support for the orchestra and promotes music education | Directeur/Membre du Conseil | 29/11/2024 |
Leviathan Minerals Group, Inc.
 Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Operates as a development stage company | Directeur/Membre du Conseil | 15/06/2012 |
Kopp Investment Advisors LLC
 Kopp Investment Advisors LLC Investment ManagersFinance Kopp Investment Advisors offers two main investment strategies: Emerging Growth and Total Quality Management (TQM). In general, the firm tends to invest in the stocks of US micro-cap and small-cap companies in the electronic technology and health technology and distribution services sectors. Kopp Investment Advisors maintains a low turnover rate. The firm's Emerging Growth strategy focuses on investments in growing small-cap companies primarily in the technology and healthcare sectors. Kopp Investment Advisors' TQM strategy focuses on investments in quality-advantaged large-cap companies. The strategy scores S&P 500 companies relative to their peers based on their successful use of quality as the means to gain competitive advantage. TQM portfolios are invested in the highest scoring companies from a cross section of economic sectors and industry groups within the S&P 500. The firm also offers blended portfolios that provide diversification across market-caps and investment styles. The TQM Blend portfolio invests 30% in companies that are identified through Kopp Investment Advisors' Emerging Growth strategy and 70% in companies identified in their TQM strategy. The Balanced Blend portfolio invests 50% in companies identified through the firm's Emerging Growth strategy and 50% in companies identified in their TQM strategy. The Emerging Blend portfolio invests 70% in companies identified through the firm's Emerging Growth strategy and 30% in companies identified in their TQM strategy. Kopp Investment Advisors' investment process begins with research received from national brokerage firms, as well as smaller regional firms. The firm further qualifies prospective investments with information from corporate contacts, trade shows and company visits. Once they have identified a list of potential companies, they review company financial data and analysts' estimates and conduct quantitative analysis. Kopp Investment Advisors looks for companies that currently generate or have the capacity to generate excess cash. In addition to reviewing financial data, the firm looks closely at companies' business plans and assesses managers based on their experience, expertise and personal integrity. When selecting companies for ongoing evaluation, Kopp Investment Advisors considers the following criteria: (1) superior earnings growth or earnings potential (2) p/e and price-to-sales ratios versus market/group multiples and (3) R&D spending. The decision to buy stocks or hold positions is determined by a variety of factors, with emphasis on appreciation potential. Once in the portfolio, stocks are reviewed on an ongoing basis. Portfolios are constructed from the firm's list that is established by the senior members of the portfolio management group. Stocks are purchased when their price is within an acceptable range. If the price moves above the range, buying stops. | Gestionnaire de Portefeuille-Actions | - |
Minnesota Department of Commerce
 Minnesota Department of Commerce General GovernmentGovernment Ensures equitable commercial and financial transactions, investigates and resolves consumer complaints etc | Corporate Officer/Principal | 02/12/1995 |
Formation de Jim Ulland
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Kopp Investment Advisors offers two main investment strategies: Emerging Growth and Total Quality Management (TQM). In general, the firm tends to invest in the stocks of US micro-cap and small-cap companies in the electronic technology and health technology and distribution services sectors. Kopp Investment Advisors maintains a low turnover rate. The firm's Emerging Growth strategy focuses on investments in growing small-cap companies primarily in the technology and healthcare sectors. Kopp Investment Advisors' TQM strategy focuses on investments in quality-advantaged large-cap companies. The strategy scores S&P 500 companies relative to their peers based on their successful use of quality as the means to gain competitive advantage. TQM portfolios are invested in the highest scoring companies from a cross section of economic sectors and industry groups within the S&P 500. The firm also offers blended portfolios that provide diversification across market-caps and investment styles. The TQM Blend portfolio invests 30% in companies that are identified through Kopp Investment Advisors' Emerging Growth strategy and 70% in companies identified in their TQM strategy. The Balanced Blend portfolio invests 50% in companies identified through the firm's Emerging Growth strategy and 50% in companies identified in their TQM strategy. The Emerging Blend portfolio invests 70% in companies identified through the firm's Emerging Growth strategy and 30% in companies identified in their TQM strategy. Kopp Investment Advisors' investment process begins with research received from national brokerage firms, as well as smaller regional firms. The firm further qualifies prospective investments with information from corporate contacts, trade shows and company visits. Once they have identified a list of potential companies, they review company financial data and analysts' estimates and conduct quantitative analysis. Kopp Investment Advisors looks for companies that currently generate or have the capacity to generate excess cash. In addition to reviewing financial data, the firm looks closely at companies' business plans and assesses managers based on their experience, expertise and personal integrity. When selecting companies for ongoing evaluation, Kopp Investment Advisors considers the following criteria: (1) superior earnings growth or earnings potential (2) p/e and price-to-sales ratios versus market/group multiples and (3) R&D spending. The decision to buy stocks or hold positions is determined by a variety of factors, with emphasis on appreciation potential. Once in the portfolio, stocks are reviewed on an ongoing basis. Portfolios are constructed from the firm's list that is established by the senior members of the portfolio management group. Stocks are purchased when their price is within an acceptable range. If the price moves above the range, buying stops. | Finance |
US Bank Trust, NA (St. Paul, Minnesota)
 US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance Nationally chartered commercial bank | Finance |
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Finance |
Carleton College
 Carleton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Minnesota Orchestral Association
Minnesota Orchestral Association Movies/EntertainmentConsumer Services Provides support for the orchestra and promotes music education | Consumer Services |
Minnesota Department of Commerce
Minnesota Department of Commerce General GovernmentGovernment Ensures equitable commercial and financial transactions, investigates and resolves consumer complaints etc | Government |
Leviathan Minerals Group, Inc.
Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Operates as a development stage company | Non-Energy Minerals |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
