Cullinan Associates
Home About Investment Strategies Personnel Contact

R. Keith Cullinan 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.
Royden K. Cullinan 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.
Brian L. Cullinan 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.

Michael D. Casey 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. Mr. Casey joined Cullinan Associates in 2013 as a Portfolio Analyst for the firm's DividendWriting strategy. In 2015, he was promoted to Portfolio Manager as part of the team managing the firm's OverWriting strategy which involves writing covered calls on concentrated equity positions. Reflecting his extensive experience with both equities and options, in 2021 he assumed primary responsibility for managing the DividendWriting strategy's equity component. Mr. Casey holds the Chartered Financial Analyst (CFA) designation.
Eric H. Bielefeld, CMT 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. He serves as the Lead Manager for the firm's OverWriting strategy. Mr. Bielefeld holds the Chartered Market Technician (CMT) designation.
Nikki K. Swanson 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.

Woodlawn Center, 2nd Floor 295 N. Hubbards Lane Louisville, KY 40207
Form CRS
Form ADV
© Copyright 2024 Cullinan Associates. All rights reserved.