Jim Ulland
Directeur Général chez Ulland Investment Advisors LLC
Profil
Mr. James E.
Ulland is a President at Ulland Investment Advisors LLC (UIA).
Mr. Ulland founded the firm in 1997.
With more than 40 years of experience in finance, he brings a unique perspective to UIA with respect to risk control, portfolio management, and finding niche market opportunities.
Mr. Ulland served as Minnesota’s chief regulator of securities, banks, and insurance companies under Gov.
Carlson.
Following this position, he was Executive Vice President for Portfolio Administration of an investment advisory firm where he focused on advanced portfolio management techniques and growth stock investments.
Previously, Mr. Ulland held executive positions at US Bank and Tokai Bank Ltd.
of Japan.
He represented Duluth in the Minnesota House and Senate.
Mr. Ulland also served as the Minority Leader of the state Senate, toward the end of his time in elective office.
During his time in the legislature, Mr. Ulland taught corporate finance at the University of Minnesota-Duluth School of Business.
He has served on several boards, both non and for-profit.
Mr. Ulland was chairman of the Minnesota Orchestra’s finance committee and served on the Orchestra’s board for six years.
He completed his undergraduate degree with a major in Economics at Carleton College in Northfield, MN.
Mr. Ulland also holds an MBA from the University of Pennsylvania’s Wharton School of Finance.
Postes actifs de Jim Ulland
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/1997 |
Minnesota Orchestral Association
 Minnesota Orchestral Association Movies/EntertainmentConsumer Services The Minnesota Orchestra provides support for the orchestra and promotes music education. Its association reaches 10,000 children and adults each year through its music education programs. The company was founded in 1903 and is headquartered in Minneapolis, MN. | Directeur/Membre du Conseil | - |
Anciens postes connus de Jim Ulland
| Sociétés | Poste | Fin |
|---|---|---|
Leviathan Minerals Group, Inc.
 Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Leviathan Minerals Group, Inc. engages in the exploration, mining, processing, smelting, and marketing of tin. The company is headquartered in Jakarta, Indonesia. | Directeur/Membre du Conseil | 15/06/2012 |
Kopp Investment Advisors LLC
 Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Gestionnaire de Portefeuille-Actions | - |
| Minnesota Department of Commerce | Corporate Officer/Principal | 02/12/1995 |
US Bank Trust, NA (St. Paul, Minnesota)
 US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance US Bank NA provides banking services. Its services include online access, Internet banking, Internet bill pay, mobile banking, options for paying bills, online statements, login to mortgage account, online with financial management software, U.S. bancorp investments online investing, student loans, and phone access. The company was founded in 1973 and is based in Saint Paul, Minnesota. | Corporate Officer/Principal | 02/03/1990 |
Formation de Jim Ulland
| Carleton College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Finance |
US Bank Trust, NA (St. Paul, Minnesota)
US Bank Trust, NA (St. Paul, Minnesota) Major BanksFinance US Bank NA provides banking services. Its services include online access, Internet banking, Internet bill pay, mobile banking, options for paying bills, online statements, login to mortgage account, online with financial management software, U.S. bancorp investments online investing, student loans, and phone access. The company was founded in 1973 and is based in Saint Paul, Minnesota. | Finance |
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 |
Minnesota Orchestral Association
Minnesota Orchestral Association Movies/EntertainmentConsumer Services The Minnesota Orchestra provides support for the orchestra and promotes music education. Its association reaches 10,000 children and adults each year through its music education programs. The company was founded in 1903 and is headquartered in Minneapolis, MN. | Consumer Services |
| Minnesota Department of Commerce | Government |
Leviathan Minerals Group, Inc.
Leviathan Minerals Group, Inc. Other Metals/MineralsNon-Energy Minerals Leviathan Minerals Group, Inc. engages in the exploration, mining, processing, smelting, and marketing of tin. The company is headquartered in Jakarta, Indonesia. | Non-Energy Minerals |