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The entire staff of UCM is committed to delivering superior performance and client service to our wide variety of clients. Our key team members have an average of over seventeen years of investment management experience. Our portfolio management team maintains a single-minded dedication and focus on clients' investment portfolios.
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John O. Utendahl - Chairman
Mr. Utendahl has twenty five years experience.
- UCM, L.P., 1992-present
- Merrill Lynch - Vice President, 1986-1992
- Salomon Brothers - Trader, Corporate Bonds, 1982-1986
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Graduate School of Business, Columbia University, M.B.A. |
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Long Island University, B.A. |
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Penny Zuckerwise - Chief Executive Officer
Ms. Zuckerwise has eighteen years experience.
- UCM, L.P., 2004-present
- Wiserock LLC - Principal & Founder, 1999-2004
Boldcap Ventures LLC - Co-founder and Managing Member, 2001-Present
- Chancellor LGT Asset Management, currently INVESCO - President & COO, 1996-1998
- Chancellor Capital Management, formerly Citicorp Investment Management - President & COO, 1991-1996
Chief Administrative Officer, 1988-1991
- Citibank, N.A. - Vice President, Senior Operating Positions, 1978-1988
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| EDUCATION |
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Ithaca College, B.A. |
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Jo Ann Corkran - Chief Investment Officer
Ms. Corkran has twenty two years experience.
- UCM, L.P., 2005-present
- Credit Suisse Asset Management – Global Head of Cash and Short Duration Assets, 2004-2005
Head of Core Fixed Income, 2002-2004
Portfolio Manager 1997-2002
- Morgan Stanley – Head of Mortgages and Asset Backed Research, 1994-1997
- Greenwich Capital Markets, 1993-1994
- Credit Suisse First Boston – Portfolio Research, 1985-1993
- Buck Consultants, 1980-1985
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| EDUCATION |
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New York University, B.S. |
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Fellow Society of Actuaries |
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Gregory Parsons - Chief Operating Officer
Mr. Parsons has fourteen years experience.
- UCM, L.P., 2008-present
- CP Capital Partners, L.P., Co - Founder & Managing Member, 2007-2008
- McKinsey & Company - Associate Principal 2001–2007
- Utendahl Capital Partners - Associate 1998-2001
- United States Marine Corps, Captain / Infantry Officer, 1994-1998
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| EDUCATION |
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United States Marine Corps, Captain / Infantry Officer, 1994-1998 |
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Princeton University, B.A. |
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Thomas B. Mandel, CFA - Managing Director
Mr. Mandel has twenty three years experience.
- UCM, L.P., 1992-present
- 1838 Investment Advisors - Principal, Fixed Income Portfolio Manager, 1989-1991
- Century Institutional Advisors - Senior Vice President, Portfolio Manager, 1986-1989
- Chase Investors Management Corporation - Portfolio Manager, Credit Analyst, 1984-1986
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| EDUCATION |
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The Wharton School, University of Pennsylvania, M.B.A., B.S. |
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Jerald P. Menozzi, CFA - Managing Director
Mr. Menozzi has twenty years experience.
- UCM, L.P., 1999-present
- Atlantic Portfolio Analytics and Management - Managing Director, 1987-1999
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| EDUCATION |
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Florida Institute of Technology, MBA |
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Massachusetts Institute of Technology, B.S. |
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Boris Peresechensky, CFA
Mr. Peresechensky has eight years experience.
- UCM, L.P., 2005-present
- Bayview Financial Trading Group – Financial Analyst, 2000-2005
- Lazard Freres & Co. LLC – Junior Portfolio Manager, 1999-2001
- Keane Securities – Equity Research Intern, 1998-1999
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| EDUCATION |
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Columbia University, B.A. |
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Vesta Marks, CFA - Portfolio Analyst
Mr. Marks has six years experience.
- UCM, L.P., 2007-present
- Independent Bankers Bank of Florida, 2005-2006
- UCM, L.P., 2003-2005
- Valencia Community College - Adjunct Professor, 2002-2005
- Collier County Goverment - Database Programmer, 2001
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| EDUCATION |
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Massachusetts Institute of Technology, B.S. |
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Nancy Clark Wilson - Director of New Business Development
Ms. Wilson has twenty five years experience.
- UCM, L.P., 2007-present
- Channel Capital Management, LLC - Director, Capital Raising - Emerging Hedge Funds, 2005 - 2007
- InvestorForce 2001 - Director, Institutional Funds, Platform Sales 2001
- Barclays Capital - VP, Fixed Income Institutional Sales, 1995 - 1998
- Kidder Peabody - VP, Institutional Sales, Mortgage Products, 1994
- Lehman Brothers - VP, Institutional Sales, Mortgage Related Products, 1986-1994
- JP Morgan - Assistant Treasurer, Institutional Sales, Government & Money Markets, 1984 - 1986
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| EDUCATION |
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Thunderbird, M.B.A. |
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Boston College, B.S.B.A. |
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