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R. Keith Cullinan
Principal and CIO—Emeritus
Mr. Cullinan has worked in the financial services industry since 1965. Prior to founding Cullinan Associates, Inc., he was Executive Vice President in charge of the trust department at Stock Yards Bank in Louisville, Kentucky. During his 15-year tenure at Stock Yards Bank, he was an early advocate of covered call option writing as an investment strategy for fiduciary accounts. Mr. Cullinan, a recognized authority on trust law and charitable giving, also served as Executive Vice President of First Kentucky Trust Company, then Kentucky's largest trust institution; and President and CEO of New Covenant Trust Co., N.A., a subsidiary of the Presbyterian Church (U.S.A.) Foundation.
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Royden K. Cullinan
Principal and CEO
Mr. Cullinan has worked in the investment business since 1981. Before co-founding Cullinan Associates, Inc., he was a Vice President and registered representative with Shearson Lehman Hutton where he served as a member of the firm's Financial Planning Council and represented its Consulting Services Department. Mr. Cullinan is an extensively quoted authority on personal finance and investments and his investment insights have been featured in USA Today, the Dow Jones News Service, Barrons Online, and on American Public Radio's Marketplace personal finance program.
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Brian L. Cullinan
Principal and Chief Compliance Officer
Mr. Cullinan has worked in the financial services industry since 1984. Prior to co-founding Cullinan Associates, Inc., he was Vice President and General Counsel at Commonwealth Investment Group, an institutional broker-dealer and investment management firm. Before that he was a registered representative with Stifel, Nicolaus and Company.
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Justin T. Ferguson, CFA
Co-Head of Investment Management
Mr. Ferguson has worked at Cullinan Associates since 2006 where he began his investment career as an Operations Associate. In 2012, he was promoted to the position of Portfolio Analyst for the firm's DividendWriting strategy. He now also manages portfolios in the firm's OverWriting strategy. Mr. Ferguson holds the Chartered Financial Analyst (CFA) designation.
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Michael D. Casey, CFA
Co-Head of Investment Management
Mr. Casey has worked in the financial services industry since 2005. He was previously a Business Analyst at Invesco where he was part of Fixed Income Application Development. Prior to that he handled client service responsibilities for Stable Value. In addition to his portfolio management duties at Cullinan Associates, Mr. Casey also provides research and analysis for the firm's other portfolio managers. Mr. Casey holds the Chartered Financial Analyst (CFA) designation.
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Eric H. Bielefeld, CMT
Vice President—Investment Management
Mr. Bielefeld has worked in the investment industry since 1992, with particular expertise in options strategies and risk management techniques. Before joining Cullinan Associates, he held several positions with Constellation Energy, executing and improving trading processes. Prior to that he served as Vice President and Options Analyst with J.J.B. Hilliard, W.L. Lyons, Inc. Mr. Bielefeld holds the Chartered Market Technician (CMT) designation.
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Nikki K. Swanson
Vice President—Business Development
Mrs. Swanson has worked at Cullinan Associates since 2010, after holding a managerial position in customer service at a consumer manufacturing firm in Louisville, Kentucky. She works closely with regional and national managed account personnel at broker-dealers where the firm’s call writing strategies are available. She and her staff serve as the primary point of contact for financial advisors seeking information about the firm's specialized investment approach. Mrs. Swanson also supervises the team members responsible for opening new accounts and providing exceptional client service.
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295 N. Hubbards Lane 
