General Investing >> Money Manager Interviews >> September 27, 2023
John G. Ullman is CEO, Chairman and Founder of John G. Ullman & Associates, Inc. Earlier, he was President of USGM Securities, Inc., and at Corning Inc., he worked in financial management. He received a bachelor’s degree in economics from Johns Hopkins University. He received an MBA from the University of Chicago, with a focus in financial management. He was named the Corning Chamber of Commerce Small Business Person of the Year in 1997. Profile
Mark Abdalla, CFA, is a Senior Equity Research Analyst at John G. Ullman & Associates, Inc. Previously, he worked at Strategic Financial Services, Manning & Napier, and BNP Paribas. A graduate of Carnegie Mellon University, he received a master’s degree in economics from Boston University and an MBA from Cornell University. Profile
Brett Winnefeld, CFA, is a Senior Equity Research Analyst at John G. Ullman & Associates, Inc. Previously, he worked at Howe & Rusling. He received an MBA from Ohio State University. Profile
William R. Armstrong, CFA, is a Senior Equity Research Analyst at John G. Ullman & Associates, Inc. Previously, he worked at CL King & Associates, PMG Capital, Fahnestock & Co., and Salomon Brothers. He is a graduate of Montclair State University and received an MBA from New York University. Profile
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TWST: Why don’t we start with an overview of the firm?
Mr. Ullman: Our firm was founded on August 28, 1978. Now, we have completed 45 years
