The investment professionals at UACC have over 70 years of combined institutional fixed-income investment management experience.
- Dennis Yacobozzi – President & CEO (firstname.lastname@example.org)
- Kevin Klingel – Sr. Vice President/Portfolio Manager (email@example.com)
- Jim McCourt, CFA – Vice President/Portfolio Manager (firstname.lastname@example.org)
Chief Compliance Officer
- Dennis Yacobozzi II, Esq. (email@example.com)
Dennis Yacobozzi, President and Founder of United American Capital Corporation (UACC), has over thirty-five years of fixed-income investment management experience, both in the public and private sectors. He is a graduate of the University of Akron with a Bachelor of Science in Business Administration. Prior to founding UACC, Mr. Yacobozzi was the Executive Director of Investments and Banking for the Ohio Treasury where his duties included the management of the state’s main portfolio, the state’s investment pool (STAROHIO), and various state custodial accounts. STAROHIO, originally developed and managed by Mr. Yacobozzi during the mid-80s, has evolved into a multi-billion dollar, short-term investment vehicle used by Ohio political subdivisions.
The founding of UACC in 1991 has provided public entities with an alternative approach to investing their funds . . . an investment program specifically customized to fit the unique needs of public entities. Currently, the firm provides portfolio management and investment advisory service to public fund accounts in Ohio and California.
Kevin Klingel, Sr. Vice President/Portfolio Manager, has over twenty-five years of investment management and operations experience. He is a graduate of The Ohio State University with a Bachelor of Science in Business Administration. Prior to joining the firm, Mr. Klingel was a member of the senior investment staff of the Ohio Treasury where he was responsible for the cash management of state and custodial accounts, the reconciliation of daily investment transactions and banking activities, and the management of the short-maturity positions of the state’s main investment portfolio. Mr. Klingel is responsible for the daily management of UACC’s client portfolios and participates in the development of the firm’s overall fixed-income strategies.
Jim McCourt, CFA, Vice President/Portfolio Manager, joined the fixed-income investment management team at UACC in 2008. He is responsible for the daily management of UACC’s client portfolios, executes trades, and participates in the development of the firm’s overall fixed-income strategies. In addition, he is responsible for maintaining the performance records for the firm and conducting market research. Prior to joining UACC, Jim worked as a credit analyst at JP Morgan Chase. Mr. McCourt earned a Bachelor of Science degree from The Ohio State University and an MBA from Capital University. Jim has also earned the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and the CFA Society of Columbus.