ULLICO - Key Persons


Alieu Jallow

Job Titles:
  • Director, Commercial Lines, Ullico Casualty Group

Brian J. Hale - CEO, President

Job Titles:
  • CEO
  • President
Brian Hale serves as CEO and President for Ullico Inc., the only labor-owned insurance and investment company in the United States. Hale's strategic vision for Ullico is guided by his experience rising through the company's ranks and his knowledge of the labor movement, born from his upbringing as a third-generation union member. Hale has performed a variety of roles over the course of his fifteen-plus years with the company. As COO, Hale worked closely with the Ullico senior management and board of directors and was responsible for a broad range of day-to-day operations. He has been intimately involved in business planning and cultivating strategic partnerships for the organization-serving on Ullico Inc.'s senior management team and the Ullico Benefits Committee. Prior to joining Ullico Inc. in June of 2008, Mr. Hale worked for the Laborers' International Union of North America's (LIUNA) Tri-Funds for six years. His responsibilities included working with LIUNA and their signatory employers on a broad range of issues in the construction industry that promoted Labor/Management cooperation. Mr. Hale is a graduate of The University of Tennessee with a B.S. in Finance and he holds his M.B.A. from Cumberland University in Lebanon, Tennessee. He also holds the FINRA Series 7 and 63 designations along with being a licensed producer in Life and Health insurance. Hale is a board member of NCCMP and is a co-founder and board member of the John William Hale Foundation, a non-profit corporation that provides monetary assistance to union Laborers who are injured or killed while working. Mr. Hale is married with one child and resides in Alexandria, Virginia.

Christopher B. Lissner

Job Titles:
  • President and Managing Member, Acropolis Investment Management, LLC
Biography Christopher Lissner serves on Ullico Inc.'s Board of Directors and is the president and one of the founding partners of Acropolis Investment Management. He has 42 years of experience successfully managing financial assets and guiding clients through a wide variety of market environments. Prior to starting Acropolis in 2002, Chris served for 13 years as senior vice president, managing director for Mark Twain Bank's Capital Markets Group. Mr. Lissner began his career in 1980 with Bear Stearns & Company on the floor of the Chicago Mercantile Exchange. Today he continues to work with a select group of private clients and consult with various institutional accounts. Mr. Lissner has extensive experience in personal financial planning and managing investment strategies for a variety of situations and organizations. His expertise includes asset/liability analysis; asset allocation analysis; individual security analysis, including domestic, global and preferred stock analysis; and the analysis of structure, liquidity, and credit risks of rated debt securities, including mortgages, agencies, treasuries, corporates, municipals, money markets, asset-backed, swaps, futures and options. Recognized as a student of the economy and the markets, he periodically prepares market and economic outlook presentations for various organizations. Mr. Lissner received his Bachelor of Science in Biochemistry in 1980 from the University of Missouri-Columbia and has successfully completed the NASD Series 7, 24, 53, 63 and 65 securities license exams.

Craig Arneson - VP

Job Titles:
  • Vice President
  • Vice President, P & C Operations, Ullico Casualty Group
Craig Arneson serves as the Vice President of Property & Casualty (P&C) Operations for Ullico Casualty Group, LLC. Mr. Arneson is engaged in a variety of functions and initiatives in Ullico's property and casualty department with a primary focus on operational success and delivery on Ullico's mission. Mr. Arneson joined Ullico in 2006 as a Union Liability Underwriter but quickly transitioned into Operations. His direct efforts support the implementation and execution of new business initiatives, technology, billing and finance, policy research, contractual engagements, vendor management, regulatory projects and program underwriting. Prior to joining Ullico, Mr. Arneson worked as an underwriter and producer for insurance carriers and agencies that served the Non-Profit market for nine years. In addition to underwriting Directors' and Officers' insurance, he was also responsible for internal audits, technology coordination and marketing. Before his insurance career, Mr. Arneson was a Supply Corps Officer in the United States Navy, managing over 100 service members on the aircraft carrier USS John F. Kennedy (CV-67). Mr. Arneson earned his Bachelor's degree from Duke University in Art History and Economics. He is licensed as a P&C and L&H insurance producer in Maryland and carries reciprocal licenses in all 50 states and the District of Columbia.

Daniel J. Kane

Job Titles:
  • International Vice President, Eastern Region International Brotherhood of Teamsters
Biography Daniel J. Kane serves on Ullico Inc.'s Board of Directors. He has been a member of the Teamsters (IBT) for more than 45 years and has served at all levels of elected office within the International Brotherhood of Teamsters. Currently, he serves as Vice President of the union's Eastern Region and has been the President of the Teamsters Local 111 since 1971. Previously, Mr. Kane served as a member of the Teamsters Joint Council 16 Executive Board and headed the IBT Communications Trades Conference. He was also a former Chairman of the Board of the Labor Research Association as well as the former Vice President of the New York State AFL-CIO. Mr. Kane continues to be an active member of the New York City union community. He currently serves as a delegate to the New York City Central Labor Council and is a founding member and Secretary-Treasurer of the Irish American Labor Coalition.

Daniel R. Adler

Job Titles:
  • Senior Portfolio Manager and Director of UIA Investment Management
Daniel R. Adler is Senior Portfolio Manager and Director of UIA Investment Management, LLC. In this role, Mr. Adler analyzes, trades, and manages fixed-income securities and portfolios. Prior to joining UIA-IM, Mr. Adler served as the Director of Securitized Assets and Senior Portfolio Manager for the Agency MBS strategy at Amundi Smith Breeden. In managing mortgage-benchmarked accounts for central banks and sovereign entities, he has delivered MBS and CMBS presentations at seminars including the Bank for International Settlements and the Commercial Mortgage Securities Association. As a former Director of Research, Mr. Adler was involved in the development of the firm's library of mortgage analytics. Prior to joining the investment management industry in 1993, he was a software developer at IBM. Mr. Adler holds a Master's of Science in Statistics and a Bachelor of Science in Electrical Engineering, with University Honors from Carnegie Mellon University.

Darin R. Hardy - CFO, SVP

Job Titles:
  • Chief Financial Officer
  • Senior Vice President
Biography Darin R. Hardy, SVP and Chief Financial Officer, joined Ullico in October of 2020. Before his promotion to CFO, Hardy served as VP, Corporate Controller for Ullico Inc. He brings more than 17 years of senior financial management experience in the insurance industry with a proven track record of success in all aspects of the corporate finance and accounting sectors. Mr. Hardy joined Ullico from Ernst & Young LLP where he served as a Senior Audit Manager in the assurance practice. His experience includes financial accounting and reporting, financial projections, strategic planning, budgeting, acquisitions, financial systems, internal audit, investments, treasury, actuarial and Sarbanes-Oxley compliance. Mr. Hardy has experience with large accelerated filers and private insurance companies. He earned his Bachelor of Science in Accountancy from Bloomsburg University of Pennsylvania and is a Certified Public Accountant in the state of Pennsylvania. He also holds the FINRA series 27 designation. Mr. Hardy is married with three children and resides in Ellicott City, Maryland.

David J. Barra - CFO, SVP

Job Titles:
  • Chief Financial Officer
  • Senior Vice President
  • Inc. As Chief Financial Officer
David J. Barra joined Ullico Inc. as Chief Financial Officer in March 2008. He brings more than 30 years of senior financial management experience with a proven track record of success in all aspects of the corporate finance and accounting sectors. Mr. Barra joined Ullico from Conseco, Inc. where he held various senior financial positions. Prior to joining Conseco, Barra served as Senior Audit Manager with Price Waterhouse (now PriceWaterhouseCoopers). Barra's extensive experience includes financial accounting and reporting, financial projections, strategy planning, budgeting, acquisitions, financial systems, internal audit, investments, treasury, actuarial and Sarbanes-Oxley compliance. He earned his Bachelor of Science in Accountancy from the University of Illinois.

David T. Alexander

Job Titles:
  • Senior Portfolio Analyst, Northeastern Region, Real Estate Lnvestment Group
Biography David T. Alexander is responsible for conducting financial and market analysis for mortgage originations and portfolio management. Prior to joining Ullico in 2016, David worked for Townhouse Partners where he did debt underwritings and equity analysis for financial clients such as JP Morgan, Barclays and ING as well as various other institutions and private equity firms. David graduated from Dartmouth College and holds an MS in Real Estate from New York University.

Dawn Audia Metzler

Job Titles:
  • Vice President, Group Underwriting
Dawn moved to Ullico in February of 2021 and oversees all aspects of underwriting in her role as Vice President. She brings with her 30+ years of experience in the health and life insurance industry. Prior to joining ULLICO, Dawn was the Vice President/Sr. Advisor for McGriff where she strategically consulted with larger customers creating employee benefit programs that mitigated risk, managed costs, ensured operational excellence and enhanced member experience. Prior to that, Dawn's diverse career included Chief Underwriter for CareFirst where she oversaw group financial and regulatory controls in the pricing of their $10B portfolio and participated in the negotiation and renegotiation of their $2B pharmacy contract; Executive Director of Account Management for Kaiser Permanente where she oversaw membership retention for the Mid-Atlantic region while working with clients to develop and implement pricing and benefit strategies; Vice President, Strategic Accounts for Coventry Health Care where she provided leadership and direction for a national division with full profit and loss responsibility and was a member of the merger and acquisition team; Director of Underwriting and Financial Analysis for United HealthCare and Underwriting positions at CIGNA. Dawn also spent several years with HealthCare dot-coms, managing marketing and sales operations for enrollment and voluntary benefit technology solutions. Dawn holds a Bachelor of Science in Business Administration from the University of Hartford with a minor in marketing and additional Executive Certificates from the University of Chicago Graduate School of Business and the Harvard Consortium. Dawn is actively involved in Rotary International and is a graduate of Leadership Howard County, Leadership Maryland and Leadership Fairfax. She was honored to be recognized as one of Maryland's Top 100 Women. Dawn recently moved from Columbia, MD to Fairfax, VA where she lives with her new husband. For fun, Dawn likes to travel, cook and drink wine.

DeMaurice F. Smith

Job Titles:
  • Executive Director
  • Executive Director, National Football League Players Association

Dun Scott

Job Titles:
  • Member of Ullico Inc.'S Board of Directors
Dun Scott is a member of Ullico Inc.'s Board of Directors. He serves as the President and Chief Operating Officer of Columbia Partners. He is responsible for day-to-day operations and the strategic growth of the firm. He also serves on the Management Committee and Executive Committee for Columbia Partners.

Edward C. Sullivan

Job Titles:
  • President Emeritus, North America 's Building Trades Unions
Biography Edward C. Sullivan serves on Ullico Inc.'s Board of Directors. As former President of the Building and Construction Trades Department (BCTD), AFL-CIO, Sullivan is a man who knows his way around the labor movement. Prior to his election in 2000 to the top post in the BCTD, which consists of 15 international unions representing three million construction craftspeople in the U.S. and Canada, he was General President of the International Union of Elevator Constructors (IUEC). In 1964, Mr. Sullivan began his career in the elevator trade as a probationary helper in IUEC Local 4 in Boston. He worked as a construction mechanic and an adjuster in maintenance for 17 years. In 1981, he was elected Business Manager of Local 4, and he served in that capacity until his election as Assistant to the General President of the IUEC in 1996. He was then elected General President of the Union in 1998. Additionally, Mr. Sullivan chaired the Board of Elevator Regulators in Massachusetts for 10 years. In 1997 he received the Gompers-Murray-Meany Award, the top honor awarded each year by the Massachusetts AFL-CIO. Mr. Sullivan is a former chairman of the Board of Directors of the National Coordinating Committee for Multi-employer Plans (NCCMP) and the Center to Protect Workers' Rights (CPWR). Mr. Sullivan served as the Secretary-Treasurer of Ullico Inc. from 2003 until 2007.

Edwin D. Hill

Job Titles:
  • IBEW International President

Elizabeth H. Shuler

Job Titles:
  • President, American Federation of Labor and Congress of Industrial Organizations
Biography Elizabeth H. Shuler serves on Ullico Inc.'s Board of Directors. She is president of the American Federation of Labor and Congress of Industrial Organizations (AFL-CIO), a federation of 57 unions, 12.5 million working people across all sectors of the U.S. economy. She is the first woman to hold the office of president in the history of the labor federation. A visionary leader and longtime trade unionist, Shuler believes the labor movement is a powerful vehicle for progress and that unions are a central force in leading lasting societal transformations. Her leadership has focused on the future of work, clean energy economy, workforce development, and empowering women and young workers. She is committed to leveraging the labor movement's diversity and power to advance social and economic justice, and to making the benefits of a union voice on the job available to working people everywhere.

Eric Dean

Job Titles:
  • General President of the International Association of Bridge
  • General President, the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers Union
Biography Eric Dean is the General President of the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers. Born and raised in Chicago, Illinois, Eric followed three previous generations of his family into the trade by joining Ironworkers Local Union 63. He has held offices at the Local level, he was an apprentice instructor for the International and has served as General Organizer, General Vice President, General Secretary and then became General President. As General President, Eric represents North America's 130,000 union Ironworkers on the Executive Council of the AFL-CIO and the Governing Board of Presidents of North America's Building Trades Unions. He is married to Judy, father of three and grandfather to six.

Fred Redmond

Job Titles:
  • AFL - CIO Secretary - Treasurer
AFL-CIO Secretary-Treasurer Fred Redmond was first elected to this position by the AFL-CIO Executive Council on Aug. 20, 2021. He filled the vacancy of the executive vice president position from March to June 2022. He had previously served on the federation's Executive Council since 2008.

Fredrick D. Redmond

Job Titles:
  • Secretary - Treasurer of the AFL
  • Secretary - Treasurer of the AFL - CIO
Biography Fredrick D. Redmond is the secretary-treasurer of the AFL-CIO. On June 13, 2022, he was unanimously elected to the position as the highest ranking African American officer in the history of America's labor movement. Redmond's path to the federation's second-highest office began in 1973, when he went to work at Reynolds Metals Co. in Chicago and became a member of the United Steelworkers (USW). He was active in his local union almost immediately, serving as shop steward and eventually vice president. He served three terms as local president. In 1996, Redmond joined the USW staff, working with local unions in the Chicago area before accepting a position at the international union's headquarters in Pittsburgh in 1998. For decades, Redmond served the USW in various staff and leadership roles, assisting local unions, developing and conducting training programs, and bargaining contracts. As international vice president for human affairs, a position to which he was first elected to in 2006, Redmond oversaw the union's Civil and Human Rights Department and worked with USW allies across the country in responding to attacks on voting rights and in combating economic inequality. Redmond has spent his entire life fighting for racial justice in the workplace and throughout our communities. In 2016, he was appointed to Pennsylvania Gov. Tom Wolf's Advisory Commission on African American Affairs, and in 2020, Redmond was tapped to chair the AFL-CIO Task Force on Racial Justice, a body focused on taking concrete action to address America's long history of racism and police violence against Black people. Redmond has served on the board of directors of Working America, the TransAfrica Forum, the Workers Defense League, the National Endowment for Democracy, the Coalition of Black Trade Unionists, Interfaith Worker Justice and, since 2007, has served as chair of the board of directors of the A. Philip Randolph Institute. In 2021, Redmond was elected president of the Trade Union Confederation of the Americas, a prestigious international post.

George Perkins

Job Titles:
  • President of the Cigar Makers Union

George Tedeschi

Job Titles:
  • President Emeritus, Graphic Communications Conference of the International Brotherhood of Teamsters
Biography George Tedeschi serves on Ullico Inc.'s Board of Directors. He has been a union member for more than 50 years, joining in February 1959 as a flyboy for Newsday in Melville, New York on Long Island. Mr. Tedeschi also served as an apprentice and became a journeyman newspaper pressman. He was active in his union and served as Nassau County, New York Local 406 Vice President and Secretary-Treasurer. In 1972 he became President of Local 406 and served in that office until he was elected President of the Graphic Communications International Union (GCIU) effective June 2000. He was re-elected President of the GCIU in 2004. The GCIU merged with the I.B.T. in 2005, forming the Graphic Communications Conference of the International Brotherhood of Teamsters, and Mr. Tedeschi has remained the new entity's President. As International President, he serves as a trustee on two Conference pension funds. Mr. Tedeschi also held the position of President of the Newspaper Conference for 20 years as well as the Secretary-Treasurer and Secretary of the Eastern Conference for 10 years until his elevation to International President of the then GCIU. Additionally, he has also been Vice President and Executive Board Member of the regional Long Island Federation of Labor, AFL-CIO. An active member of his local community, he has served on the community boards as both a member and Corporate Secretary of the Board of Directors of the Long Island United Way. Mr. Tedeschi is the father of three children, all of whom work in the newspaper industry.

Herbert A. Kolben

Job Titles:
  • Senior Vice President of the Real Estate Investment
  • Senior Vice President, Real Estate Debt Group
Herbert Kolben is Senior Vice President of the Real Estate Investment Group responsible for the management of all mortgage and real estate investments including Separate Account J and various privately offered funds concentrating on real estate debt. Mr. Kolben has over 40 years of real estate experience including 21 with Union Labor Life and over 14 with Citibank N.A. where he was a Senior Credit Officer and Regional Vice President. At Citibank, his responsibilities included all real estate functions throughout the mid-Atlantic and Southeastern states as well as Director of Equities/East with responsibility for equity originations and capital markets interfacing for the eastern U.S. and Europe. Prior to joining Ullico, Mr. Kolben was a Senior Vice President at MNC Financial responsible for the administration, restructuring and disposition of a $1.9 billion portfolio. Mr. Kolben started his career with First Mortgage Investors REIT based in Miami, FL. He holds an MBA as well as a Bachelor of Commerce from Concordia University in Montreal, Canada.

Honorable Jerry F. Costello

Job Titles:
  • President, the Jerry Costello Group, LLC

James A. Williams Jr.

Job Titles:
  • Co - Chair of the U.S. Industry Pension Fund
  • General President of the International Union of Painters
  • General President, International Union of Painters and Allied Trades
Williams is a fourth-generation glazier from District Council 21/Local Union 252 (Philadelphia, Pennsylvania). He began his career with the IUPAT in 1998, was appointed Assistant to the General President in 2002, and served as the Regional Organizing Coordinator for the IUPAT Eastern Region. In 2011, he was appointed to the position of Organizing Director and remained in that role after being elected as General Vice President At Large in 2014. A decade spent in the field meeting workers at their homes, in union halls, and on job sites helped shape his belief that a more diverse and engaged membership will strengthen the IUPAT at all levels. He has also taken that approach to the International, putting together a General Executive Board and senior staff team that is the most diverse in IUPAT history. Under Williams' leadership, the IUPAT is tackling issues that exploit workers and undermine our industry, like wage theft and worker misclassification. He is a powerful voice within the labor movement about the right to organize and, in particular, the need to protect undocumented workers who speak out against bad employers. At its core, General President Williams' vision for the IUPAT is as a union where workers of all races, genders, homelands, and economic backgrounds can come together to support one another and fight for the well-being of themselves, their coworkers, and their communities. Williams is Co-Chair of the U.S. Industry Pension Fund (IPF), Labor Management Cooperation Initiative (LMCI), and International Finishing Trades Institute (iFTI). In addition, he is a member of the North America's Building Trades Unions (NABTU) Governing Board of Presidents and a member of the Executive Council and the General Board of the AFL-CIO. He splits his time between Maryland and Pennsylvania and is the proud father of three sons.

James T. Callahan

Job Titles:
  • General President, International Union of Operating Engineers
Biography James T. Callahan serves on Ullico Inc.'s Board of Directors. He is the General President of the International Union of Operating Engineers, a diversified trade union that represents over 400,000 operating engineers working as heavy equipment operators, mechanics and surveyors in the construction industry, and stationary engineers, who work in operations and maintenance in building and industrial complexes. IUOE also represents nurses and other health industry workers, public employees in a wide variety of occupations, and a number of job classifications in the petrochemical industry. He was re-elected to a second term as General President at the 39th General Convention on May 6, 2018. Callahan, a 41-year member and third generation operating engineer, moved up the union's ranks from member to Shop Steward, Foreman, Trustee, and Business Representative to ultimately lead Local 15 in New York City as its 4th President and Business Manager in 2003. Callahan began his career as an operating engineer in 1980. Proficient in all mechanical aspects of maintenance and repair, he was initiated as a shop mechanic in Local 15C. By 1993, he had worked his way up to maintenance foreman and was an integral part of the team that worked on the World Trade Center site in the aftermath of the terrorist bombing of the parking garage that killed and injured dozens of people. Eight years later, as a local union Business Agent, Callahan found himself back at the World Trade Center. This time, he was one of the many Operating Engineers who responded immediately to the World Trade Center attack on September 11th and staying on to work through the entire recovery effort at Ground Zero. Callahan was elected to the AFL-CIO Executive Board in March 2012 and also serves on the AFL-CIO Executive Committee. He is also a member of the Governing Board of Presidents for North America's Building Trades Unions.

Jeff Murphy

Job Titles:
  • Managing Director & Portfolio Manager, Infrastructure
  • Managing Director, Portfolio Manager of Ullico Infrastructure Management Company
Mr. Murphy is Managing Director, Portfolio Manager of Ullico Infrastructure Management Company, LLC, (UIMC) which is a UIA subsidiary and a Relying Adviser of UIA. Prior to assuming this role in January 2017, Mr. Murphy was an employee of UIA since 2009 as a Managing Director and Vice President of its Infrastructure Investments group. Mr. Murphy has over 25 years experience in infrastructure development, finance and principal ownership. Prior to joining UIA, Mr. Murphy was a senior member of Deutsche Bank's alternatives investment group investing in infrastructure assets in North America and Europe. In this role, he was actively involved in the acquisition and development of its infrastructure investment portfolio. In addition, he had an operating role in the recruitment and management of the infrastructure staff in North America. Before joining Deutsche Bank, Mr. Murphy spent seven years at Bechtel Enterprises. During that time, he lived in the United Kingdom for over four years and worked on a range of infrastructure projects in Europe, including the largest PPP in the world, the $10 billion London Underground PPP, as well as the $300 million Tay Wastewater Private Finance Initiative transaction in Scotland, and the $1 billion Polish A1 Motorway. He also served as the asset manager for the Cascade Station PPP in Portland, Oregon (one of the first PPPs in the United States). Prior to his work at Bechtel, he was a privatization advisor in emerging markets for Barents Group of KPMG as well as a management consultant for Andersen Consulting. Mr. Murphy holds an M.B.A. from Harvard Business School and a bachelor's degree in applied mathematics from Northwestern University.

Joe Biden - President

Job Titles:
  • President

Joseph J. Hunt

Job Titles:
  • Chairman Emeritus, Ullico Inc. President Emeritus, International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers
Biography Joseph "Joe" Hunt was elected Chairman of the Ullico Board of Directors in August 2006 and has served on the Board since 2003. He is also President Emeritus of the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers, having served as the organization's President from 2001 until 2011. Earlier in his career, Mr. Hunt was an Executive Board Member of the Metal Trades Department, an affiliate of the AFL-CIO. He has also been a member of the Governing Board of Presidents of the AFL-CIO's Building and Construction Trades Department. Additionally, Mr. Hunt was an Executive Board Member of the Maritime Trades Department and a Vice President of the AFL-CIO. He was President of the Iron Workers District Council of St. Louis. Earlier, he was a general organizer assigned to International Headquarters in Washington, D.C. He was also a board member of the Maria Droste Home, a trustee of the Arch Mutual Fund and a board member of Firmco. He was appointed to both PRIDE (a St. Louis labor/management coalition) and the Missouri Atomic Energy Commission. While in St. Louis, he was an Executive Board Member of the St. Louis Ambassadors and a commissioner of Lambert St. Louis International Airport. A native of St. Louis, Mr. Hunt is a third-generation ironworker. His father and grandfather both held offices in Iron Workers Local 396 in St. Louis. Like his father and grandfather before him, Mr. Hunt held numerous positions in Local 396, including Business Manager. Mr. Hunt is a1987 graduate of the Harvard University Trade Union Program.

Joseph R. Linehan

Job Titles:
  • President of Ullico Investment Advisors
  • President, Ullico Investment Advisors, Inc. & President, Ullico Investment Company, LLC
As President of Ullico Investment Advisors, Joseph R. Linehan is responsible for managing the Investment Services business unit of the Ullico family of companies. Mr. Linehan joined Ullico in 1984 and has held a number of investment management positions with increasing responsibilities since he joined the firm. Mr. Linehan received a Bachelor of Arts, Economics in 1983 and a Masters of Business Administration, Finance in 1991, both from the University of Maryland, College Park. He holds the registered representative and principal designation from the Financial Industry Regulatory Authority.

Julie E. Curd

Job Titles:
  • Director of Client Service, UIA Investment Management
Julie E. Curd serves as Director of Client Service and is responsible for client relationship management at UIA Investment Management, LLC. In addition to serving as a liaison to the investment consultant community, Ms. Curd is involved in business development and marketing efforts. Prior to joining UIA-IM, Ms. Curd served as Director of Client Service at Amundi Smith Breeden for 16 years. Ms. Curd had previously worked in the nonprofit community as a development officer for The University of the South and for the Medical College of Virginia. She completed an internship with Lehman Brothers in New York. Ms. Curd earned a Master of Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and a Bachelor of Arts in Economics from The University of the South, Sewanee, Tennessee, where she was named to the Omicron Delta Kappa honor society. Ms. Curd serves on the Board of Mentors for the Kenan Scholars at the Kenan Institute of Private Enterprise, and recently completed a six-year term as Treasurer on the Board of Directors for the Ronald McDonald House of Chapel Hill

Justin R. Rodriguez

Job Titles:
  • Claims Manager, Stop Loss
Justin Rodriguez joined The Union Labor Life as the Stop Loss Claims Manager in July 2022. Justin has over eight years of experience in the insurance industry. He began his insurance career in 2015 at Overby Sewell Company, working as an Escrow and Claims Coordinator for the Property and Casualty division. Prior to joining Ullico, Justin was with Tokio Marine HCC, where he led a team of adjudicators in his role as Specific Claims Supervisor. Additionally, he worked as Quality Training Supervisor, where he assisted in training specific stop loss adjudicators and performed quality audits. Justin graduated from Kennesaw State University in 2017 with a bachelor's degree in International Business.

K. Dunlop Scott

Job Titles:
  • President & COO, Columbia Partners Energy Solutions, L.L.C
Biography Mr. Scott has over 30 years of experience in the capital markets and in operating businesses. He began his career in the Foreign Service. Mr. Scott served as a mergers and acquisitions banker and then as Chief Financial Officer for several significant information technology companies, including one that he helped fund and grow from start-up to $100 million in revenues. Mr. Scott also served as a Corporate Vice President in charge of investor relations for a multi-billion-dollar company. Mr. Scott holds a Bachelors of Arts degree in economics and German Literature from Lehigh University and a Masters of Business Administration from The Wharton School of the University of Pennsylvania.

Kenneth W. Cooper - President

Job Titles:
  • President
  • International President, International Brotherhood of Electrical Workers
Biography Kenneth W. Cooper serves on Ullico Inc.'s Board of Directors. Kenneth Cooper was appointed IBEW International President in 2023. Cooper began his career in 1985 at Local Union 688 in Mansfield, Ohio where he served a four-year apprenticeship to become a journeyman wireman. He served many roles at his local union including steward, vice president, president, chairman trustee for the Pension Fund, chairman trustee for the Annuity and chairman of trustees for the Health and Welfare Fund. In 1993 he was elected business manager. Kenneth W. Cooper resides in Clarksburg, Maryland with his wife, Gina. Together they have raised 3 beautiful daughters and 2 amazing sons.

Kinsey M. Robinson

Job Titles:
  • International President Emeritus, United Union of Roofers, Waterproofers and Allied Workers
  • Member of Ullico Inc.'S Board of Directors
Biography Kinsey Robinson is a member of Ullico Inc.'s Board of Directors. He served as International President of the Roofers from April 2006 through his retirement in January 2022. He served as International Secretary-Treasurer of the Roofers from 1985 until he was elected International President. Mr. Robinson began his roofing career in Spokane, Washington, graduating from Local Union No. 189's apprenticeship program in 1968. In 1969, he was elected to the Local's Executive Board and three years later was elected Recording-Secretary. In March 1974, he was elected Business Manager of Local No. 189, a position he held until his appointment with the International Union as International Representative in 1982. Mr. Robinson is Chairman of the Board of Trustees of the National Roofing Industry Pension Fund and Chairman of the Board of Directors of the Union Sportsmen's Alliance.

Lonnie R. Stephenson

Job Titles:
  • International President

Luke J. Howe

Job Titles:
  • in 2012 As a Managing Director
  • Managing Director, Ullico Investment Advisors / Ullico Investment Company ( Member FINRA / SIPC ), Central Region
Biography Mr. Howe joined Ullico in 2012 as a Managing Director in its Institutional Sales and Client Servicing group. Mr. Howe has 15 years experience in Institutional Investments and Pension Fund Management. Prior to joining Ullico, Mr. Howe was a Senior Vice President with Northern Trust Global Investments and performed as a sales and client serving executive for both Public and Taft-Hartley funds. Mr. Howe was also formerly an Executive Director and Trustee for the Park Employees Annuity and Benefit Fund of Chicago (PEABF). In his tenure at PEABF, Mr. Howe led the Fund as Chairman of the Investment Committee in asset allocation and risk management studies, investment manager performance reviews, selection of consultants and investment managers. As Executive Director, Mr. Howe oversaw all activities of the Fund including Investments, Member Benefits, Disability Benefits, Legal Casework and Legislative Issues. Mr. Howe worked in Public Service for over 34 years. Mr. Howe holds a B.A. degree i finance from DePaul University Chicago, a General Securities Principal (Series 24) and a General Securities Representative (Series 7) designation from the Financial Industry Regulatory Authority (FINRA), a Uniform Securities Agent (Series 63) designation from the North American Securities Administrators Association (NASAA), a Insurance Producer License from the Illinois Department of Insurance and is a 35-year member of the International Brotherhood of Electrical Workers.

Mae S. Palmer

Job Titles:
  • Assistant Vice President
  • Assistant Vice President, Marketing, Ullico Casualty Group
Mae Palmer is the Assistant Vice President, Marketing, for Ullico Casualty Group, LLC. She joined Ullico in 2008 as a Marketing Analyst. She manages general marketing, broker relations, client relations and communications from the property and casualty business unit. Ms. Palmer is also responsible for generating new business opportunities for the company and planning events. Previous to her position in Ullico, Ms. Palmer served as Business Development Paralegal for a law firm in Washington, DC and monitored client relations with its Taft-Hartley fund clients, including enrolling new funds and distributing communication to its existing client base. Ms. Palmer has an English degree with a Creative Writing focus from Dickinson College in Carlisle, PA, where she was a John Dickinson Scholar and published articles in local periodicals. During this time, she was also a dispatcher at a police station and served as Vice President of Communications for her local Pi Beta Phi chapter. She holds a P&C producer's license in Washington, DC and is a member of the Professional Liability Underwriting Society and the International Foundation of Employee Benefit Plans.

Marc Zinsmeister - CIO, SVP

Job Titles:
  • Chief Information Officer
  • Senior Vice President
Biography Marc Zinsmeister is Senior Vice President and Chief Information Officer for Ullico Inc. Mr. Zinsmeister is responsible for all the day-to-day functions of the information technology department, including data center operations, networking, security, and facility maintenance. He also manages the information security and data governance programs for the organization. He is the Chief Information Security Officer for all Ullico Covered Entities that operate in New York state. He serves on the board of the Mid-Atlantic CIO Council and is a member of the CIO Professional Network and the Financial Services Information Sharing and Analysis Center. Mr. Zinsmeister joined Ullico in 2007 and has over 20 years' experience in the information technology field. Mr. Zinsmeister is a graduate of Duke University with a B.A. in Computer Science.

Marcelle Tagliaferri - VP

Job Titles:
  • Deputy General Counsel
  • Vice President

Mark McManus

Job Titles:
  • General President, United Association of Journeymen and Apprentices of the Plumbing, Pipefitting and Sprinkler Fitting Industry of the United States and Canada
Biography Mark McManus serves on Ullico Inc.'s Board of Directors. In August 2016, he was unanimously elected General President of the United Association (UA) at the UA's 39th General Convention and on November 10, 2016, after which he assumed his new position leading the nation's most progressive and influential trade union. Mark began his career with the UA in 1983 when he was initiated into Plumbers Local 24 in Newark, New Jersey. He was elected Business Agent in 1994 and Business Manager in 1997. His talents and leadership brought him to the United Association General Office in 2007 where he has served as International Representative and Administrative Assistant to the General President. He most recently served a five-year term as General Secretary-Treasurer. As General President Mark McManus is responsible for supervising the day-to-day affairs of the United Association and for decisions concerning internal union governance, as well as rendering decisions and adjusting disputes and other matters affecting the organization. He is the Chairman of the UA General Executive Board, UA Strategic Planning Committee and is the Chairman of the Board of Trustees on multiple UA pension Funds. Mark McManus supervises the development and implementation of all major policies and programs of the United Association including the industry leading UA Veterans in PipingĀ®(VIP) Program. In addition, he serves as Vice President of the Executive Council of the Metal Trades Department and is a member of the Building Trades' Governing Board of Presidents and serves on the Board of Directors of Helmets to Hardhats. Mark McManus has had a distinguished career in support of our nation's hard working men and women and is unwavering in his commitment to a strong and mutually beneficial partnership between labor and management.

Martin J. Walsh

Job Titles:
  • Executive Director of the National Hockey League Players' Association 29th U.S. Secretary of Labor
Biography Marty Walsh has spent his life fighting for working people, as a labor leader, as a public official and as a private citizen. The son of Irish immigrants, Marty was born and raised in Boston's Dorchester neighborhood. He started out by following in his father's footsteps as a union construction worker, rising to become president of Laborers Local 223 in Boston and eventually head of the Greater Boston Building Trades Council, representing roughly 35,000 blue-collar workers on major construction projects across the region. In 1997, at the age of 29, Marty won election to the Massachusetts House of Representatives, where he spent 16 years fighting for workers' rights and good jobs. A champion for civil rights, he took a courageous early stand for marriage equality, supported communities of color, immigrants, seniors, veterans and he served as a State House leader on substance abuse treatment and recovery support. In 2013, he was elected Mayor of Boston, an office he served in for seven years. He led Boston through a period of historic success, growing the city's economy, reducing crime, investing in schools and libraries, and ending chronic homelessness among veterans in the city. His groundbreaking policies included the nation's first municipal Office of Recovery Services, paid parental leave for city employees, climate action and flood protection strategies, universal pre-kindergarten and free community college for low-income students. In January 2021, President Joe Biden nominated Marty to serve as the United States' 29th Secretary of Labor. After taking office during the COVID-19 pandemic, Marty worked to support both laid-off and frontline workers. He subsequently leveraged the President's historic economic recovery to strengthen worker power and improve job quality. During his two years in office, Marty brought high-quality job training programs to millions of Americans, strengthened mental health support and access to treatment, and ushered in a historic surge in worker organizing. In February 2023, Marty was appointed as the Executive Director of the National Hockey League Players' Association, returning to his roots as a labor leader where he can continue to champion the importance of workers' rights and the shared benefits of collective bargaining for all. Marty is someone who never forgets where he came from. A survivor of Burkitt's Lymphoma as a child, he has fought to expand access to healthcare for all. Embracing recovery from alcoholism as a young man, he has always believed in compassion and second chances. Grateful for the role that unions played in helping his immigrant family join the middle class, he co-founded pre-apprenticeship programs that have become national models in helping people of color, women and justice-involved individuals enjoy successful construction careers as union members. He is a graduate of Boston College and shares his life with his long-time partner, Lorrie Higgins.

Matthew Woll

Job Titles:
  • President of the Photo Engravers Union

Patrick McGlone - Chief Compliance Officer, Chief Legal Officer, SVP

Job Titles:
  • Chief Compliance Officer
  • General Counsel
  • Senior Vice President

Sean McGarvey

Job Titles:
  • Secretary - Treasurer, Ullico Inc. President, North America 's Building Trades Unions

Stephanie B. Whalen

Job Titles:
  • President, the Union Labor Life Insurance Company

Stuart Marshall Bloch

Job Titles:
  • Chairman Emeritus of the Board of Directors, Congressional Bank

Ted Richmond

Job Titles:
  • Insurance Broker
Ullico talks to insurance broker Ted Richmond about how unions can mitigate the risk of cyber attacks and data breaches.

Terence M. O'Sullivan - Chairman

Job Titles:
  • Chairman of the Board
Chairman of the Board; General President Emeritus, Laborers' International Union of North America

Timothy J. Driscoll

Job Titles:
  • President, International Union of Bricklayers and Allied Craftworkers

Tina J. Fletcher

Job Titles:
  • President, Ullico Casualty Group

Tracy Coker

Job Titles:
  • Vice President, Human Resources, Talent Management