Staff


CHIEF INVESTMENT OFFICER

Michael D. Smith, CFA

Mr. Smith joined UFICO in July 2004 to help start the management company. He is responsible for overall strategy and private investments. He previously served as Investment Manager, Strategy and Research, at Duke Management Company (DUMAC) where he covered all asset classes with a focus on alternative investments. Prior to DUMAC, Mr. Smith was with Hewitt Investment Group in Atlanta for nine years and most recently served as Director of Research. Mr. Smith has a B.S. in Finance from the University of Florida.

INVESTMENT MANAGERS

Peter H. Landauer, CFA, CPA - Director of Private Investments

Mr. Landauer was previously with the University of Florida Foundation working with the Investments Committee and consultant in overseeing the Foundation investments and back office for six years. He has a background in public accounting and corporate financial reporting, planning and analysis. Mr. Landauer has a B.S. in Accounting and an M.B.A. from the University of Florida.

Julie E. Baker, CFA - Director of Public Securities

Ms. Baker joined UFICO in February 2005 serving as Director of Public Securities overseeing long-only global equities and fixed income. Ms. Baker was previously a consultant with Hewitt Investment Group in Atlanta for eight years. Ms. Baker has a B.S. in Wildlife Ecology from the University of Florida and an M.B.A from Kennesaw State University.

Travis W. Shore, CFA - Director of Hedged Strategies

Mr. Shore joined UFICO in March 2006 as Director of Hedged Strategies overseeing the hedge fund portion of the portfolio. He was previously with Evergreen Investments from 2001-2006 where he most recently served as Director and Senior Research Analyst of Alternative Investments. Prior to Evergreen, Mr. Shore was a Securities Lending Officer with Merrill Lynch Credit Corporation. Mr. Shore holds a Bachelors in Business Administration in Banking and Finance from the University of North Florida.

Brandon L. Baker - Senior Analyst

Mr. Baker joined UFICO full time in May 2006 having completed a one-year undergraduate internship with UFICO. Mr. Baker currently serves as an Analyst on the hedge fund portfolio. Mr. Baker received a B.S. in Finance from the University of Florida.

ANALYST INTERNS

Kenneth C. Ying

Mr. Ying joined UFICO as an intern in May 2008. Mr. Ying is studying towards a Bachelor of Science degree in Statistics along with a Master of Science degree in Finance. Mr. Ying's prior experience includes an internship with Citigoup's Sales and Trading division during the summer of 2009 in New York City, where he specialized in index equity derivatives, treasuries, and interest rate swaps. He is also an executive board member of the Student Investment Club and is expected to graduate in May of 2010.

Damon J. Polistina

Mr. Polistina joined UFICO as an intern in September 2009. Mr. Polistina is studying towards a Master of Science degree in Finance, having graduated with a Bachelor of Science degree in Economics in May 2009. Mr. Polistina's prior experience includes an internship with Banyan Mezzanine Fund during the summer of 2009.

OPERATIONS

CHIEF OPERATING OFFICER

Edward A. Kelly

Mr. Kelly joined UFICO in March of 2009 as the Chief Operating Officer. He has overall responsibility for UFICO’s back office operations. He previously served as the Chief Financial Officer for Compass Advisors, LLC, an institutional investment consulting and asset management group. Prior to Compass, Mr. Kelly served as the Chief Financial Officer for a NASDAQ listed manufacturer of PCs and related products. Mr. Kelly has a B.S. in Finance and an M.B.A. from the University of Florida.

ASSISTANT CONTROLLER

James D. Humphries, CPA

Mr. Humphries joined UFICO in February 2007. Mr. Humphries is responsible for overseeing the investment and Management Company accounting and investment performance reporting. Previously, he was a Senior Accountant with James Moore & Co. covering audit and tax engagements. Mr. Humphries has a B.S. and Masters in Accounting from the University of Florida.

ACCOUNTING COORDINATOR

Richard D. Ritari, MCSE

Mr. Ritari joined UFICO in May 2008. Mr. Ritari is responsible for investment activity accounting and reporting along with Information Technology activities. Previously, he was a Project Manager and Senior Systems Engineer with WebMD Medical Manager. Mr. Ritari has a Bachelor of Science in Accounting and a Master of Science in Decision and Information Science from the University of Florida.

OFFICE MANAGER

Kim L. Doak

Ms. Doak joined UFICO in October 2004 and is responsible for the general administration of the office. Previously, she was with Clariant LSM, Inc. as an Administrative System Team Coordinator. Ms. Doak received an A.A. from Valencia Community College.

OFFICE ASSISTANT

Kim M. Hunter

Ms. Hunter joined UFICO in April 2009 and is responsible for assisting in the general administration of the office. Previously, she was with Alachua County Clerk of Court as a Deputy Clerk-Lead Worker.