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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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Michael D. Casey, CFA
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. 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.
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Eric H. Bielefeld, CMT
Director of Option OverWriting
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 which involves writing covered call options on concentrated equity positions. Mr. Bielefeld holds the Chartered Market Technician (CMT) designation.
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Elizabeth A. Skettino, CFA, CFP, CAIA
Director of Investment Management
Ms. Skettino has worked in the investment industry since 2003. Her most recent position was Executive Director and Investment Specialist with J.P. Morgan Private Bank. Prior to that, she was a Senior Global Strategist with the Option Strategies Group (OSG) at Wells Fargo, a specialized investment team serving clients of The Private Bank and Wells Fargo Advisors. Over her 17-year tenure with Wells Fargo and its predecessor firms, Ms. Skettino managed customized option strategies for high-net-worth clients, designed and implemented a scalable covered call strategy, and spearheaded the launch of a short put option income enhancement strategy. She has been quoted in The Wall Street Journal, U.S. News and World Report, and was a regularly featured speaker on the Wells Fargo Investment Institute Weekly Market Update call. Ms. Skettino has a BA in Economics from the University of Pennsylvania and an MBA from The Wharton School. She holds the CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), and CAIA (Chartered Alternative Investment Analyst) designations.
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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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Diana L. Douglas
Director of Operations
Ms. Douglas has worked at Cullinan Associates since 2013 when she started out as an Operations Associate. Recognizing her potential, the firm moved her to the investment team in 2015 for cross-training as a Portfolio Management Associate. In 2021, she returned to the Operations team to continue learning all facets of the firm's back-office functions and was promoted to Director of Operations in 2024. She oversees the firm's Operations and Trading functions, including administering and maintaining the firm's proprietary option order management system, overseeing portfolio accounting and reconciliation, monitoring adherence to trade rotation policies and procedures, and ensuring GIPS-compliant performance reporting. Ms. Douglas holds a BSBA with a concentration in Finance.
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295 N. Hubbards Lane 
