UNITED CAPITAL INVESTMENT ADVISERS, INC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 134627). Regulatory assets under management: $660.0M.
| Name | Role | Location |
|---|---|---|
| DURAN JOSEPH JOHN THOMAS | DIRECTOR, CEO; PRESIDENT, INVESTMENT COMMITTEE MEMBER; SHAREHOLDER OF UCFP | — |
| BOMMARITO PATRICK MATTHEW | DIRECTOR, INVESTMENT COMMITTEE MEMBER; DIRECTOR, PRESIDENT; TRUSTEE | — |
| FISHBEIN NANCY MORRISON | CFO/TREASURER | — |
| WESTMAN CARYN LEE | CORPORATE SECRETARY, CCO; CORPORATE SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| ROTH RALPH LAWRENCE | CHIEF OPERATING OFFICER | — |
| DOEDE ROBERT WILLIAM | DIRECTOR | — |