R. Keith Cullinan is the Principal-in-Charge of Investment Management Services. Mr. Cullinan has more than 40 years of experience in the financial services industry.

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 pioneered 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.

Royden K. Cullinan is the Principal-in-Charge of Business Development.

Mr. Cullinan is a 25-year investment industry veteran. 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, Barron’s Online, and on American Public Radio’s “Marketplace” personal finance program.

Brian L. Cullinan is the Principal-in-Charge of Client Service. He also serves as the firm’s Chief Compliance Officer.

Mr. Cullinan has more than 20 years of industry experience. 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.

John J. Hunter handles portfolio management responsibilities.

Mr. Hunter has more than 25 years experience in accounting and investment services. He was previously Owner and President of American Portfolio Advisors, Inc., an investment advisory firm in Louisville, Kentucky. Prior to founding American Portfolio Advisors, he was Manager of Financial Reporting and Analysis for Kentucky Fried Chicken – USA. Mr. Hunter holds the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant.

Stacy W. Coartney oversees all securities trading operations.

Mr. Coartney has a 17-year professional career in managing both retail and institutional trading operations. He was previously the Manager of Trading Operations at S.Y. Bancorp in Louisville, Kentucky, where he directed all trading activities for the bank’s trust and investment department.Mr. Coartney is an NASD general securities principal and registered options principal.

Paul Morlen handles portfolio management responsibilities.

Mr. Morlen has over 12 years experience in the financial services industry with particular expertise in accounting, equity research and investment management systems. He was previously an Equity Research Analyst with Invesco-National Asset Management and prior to that was a Senior Business Analyst-Investment Operations with Aegon N.V.  Mr. Morlen holds the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant.