CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER
Mr. Reeser joined UFICO as Chief Executive Officer and Chief Investment Officer in November of 2014. Mr. Reeser previously served for 14 years as Chief Investment Officer at St. Jude Children's Research Hospital. Mr. Reeser has a B.S. in Logistics from the University of Tennessee and an M.B.A. from the University of Memphis.
DEPUTY CHIEF INVESTMENT OFFICER
Brian Mawdsley, CFA
Mr. Mawdsley joined UFICO in January 2014. Mr. Mawdsley previously worked at The Rock Creek Group focusing on hedge fund and emerging markets investments. Mr. Mawdsley has a B.S. in Economics-Finance from Bentley University and an M.B.A from the MIT Sloan School of Management.
William Twible, CFA, CAIA
Mr. Twible joined UFICO in August 2010. Mr. Twible previously was a Financial Advisor with H.D. Vest Financial Services. Mr. Twible has a B.A. in Economics from Colby College and an M.B.A. from the University of Florida.
Jeffrey Furst, CFA, CAIA
Mr. Furst joined UFICO in September 2016. Mr. Furst previously was a Vice President at Fund Evaluation Group focusing on hedge fund and public equity strategies. Mr. Furst has a B.S. in Finance from Miami University and an M.B.A from Xavier University.
SENIOR INVESTMENT ANALYSTS
Brennan Bubp, CFA
Mr. Bubp joined UFICO in July 2018. Mr. Bubp previously was a Portfolio Manager at Blue Cross Blue Shield of Florida, an Investment Banking Analyst/Associate at SunTrust Robinson Humphrey, and a Space and Missiles Officer in the U.S. Air Force. Mr. Bubp has a B.S. in Food Science/Human Nutrition, an M.S. in Finance and an MBA from the University of Florida.
Mr. Lee joined UFICO in April 2022. After beginning his career at UBS Investment Bank, Mr. Lee served as an outsourced investment due diligence consultant and generalist across asset classes for several institutional family offices including Oikos Holdings. Mr. Lee has a B.A. in Economics from Harvard College.
CHIEF OPERATING OFFICER
Mr. Kelly joined UFICO in March of 2009 as the Chief Operating Officer. Mr. Kelly previously served as the Chief Financial Officer for Compass Advisors, LLC, an institutional investment consulting and asset management group. Mr. Kelly has overall responsibility for UFICO's back office operations. Mr. Kelly has a B.S. in Finance and an M.B.A. from the University of Florida.
INVESTMENT OPERATIONS DIRECTOR
James Humphries, CPA
Mr. Humphries joined UFICO in February 2007. Mr. Humphries previously was a Senior Accountant with James Moore & Co. Mr. Humphries is responsible for overseeing the investment and Management Company accounting and investment performance reporting. Mr. Humphries has a B.S. and Masters in Accounting from the University of Florida.
INVESTMENT OPERATIONS MANAGER / IT OPERATIONS MANAGER
Richard Ritari, CPA, MCSE
Mr. Ritari joined UFICO in May 2008. Mr. Ritari previously was a Project Manager and Senior Systems Engineer with WebMD Medical Manager. Mr. Ritari is responsible for investment activity accounting and reporting along with management of Information Technology functions. Mr. Ritari has a B.S. in Accounting and a M.S. in Decision and Information Sciences from the University of Florida. Mr. Ritari is a Certified Public Accountant and a Microsoft Certified Systems Engineer.
INVESTMENT OPERATIONS ASSOCIATE
Ms. Purdee joined UFICO in January 2010. Ms. Purdee previously was an Office Manager with Grace Accounting Service. Ms. Purdee is responsible for assisting in the general administration of UFICO's back office.
Ms. Doak joined UFICO in October 2004. Ms. Doak previously was with Clariant LSM, Inc. as an Administrative System Team Coordinator. Ms. Doak supports the Investment Team, the Operations Team, and is responsible for the general administration of the UFICO office. Ms. Doak has an A.A. from Valencia College.