UNIPLAN INVESTMENT COUNSEL, INC. of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 154718). Regulatory assets under management: $330.5M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Werner Peter Thomas | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND VICE PRESIDENT | Delaware, OH |
| Richard Paul Imperiale | CHAIRMAN, SECRETARY-TREASURER, DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Kris Hunter Jamison | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Mary Beth Jacobson | VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER, SECRETARY; VICE PRESIDENT, DIRECTOR OF REPORTING AND COMPLIANCE, CHIEF COMPLIANCE OFFICER, SECRETARY | Milwaukee, WI |
| James Thomas Werner | CHIEF OPERATING OFFICER AND VICE PRESIDENT | — |
| IMPERIALE RICHARD PAUL | CHAIRMAN, SECRETARY-TREASURER, DIRECTOR, CHIEF INVESTMENT OFFICER; CHAIRMAN, SECRETARY-TREASURER, DIRECTOR. CHIEF INVESTMENT OFFICER; PRESIDENT, SECRETARY-TREASURER, DIRECTOR, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DECORA JEFFREY SCOTT | VICE PRESIDENT-COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| JAMISON KRIS HUNTER | EXECUTIVE VICE PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JACOBSON MARY BETH | VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING, CHIEF COMPLIANCE OFFICER, SECRETARY; VICE PRESIDENT AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER, SECRETARY | — |