John Cullinane
About John Cullinane
John Cullinane is a Senior Wealth Strategy Associate at UBS Wealth Management, where he has worked since 2014. He specializes in managing investment programs and assisting entrepreneurs with business transitions, drawing on his extensive background in venture capital and private equity.
Work at UBS
John Cullinane has been a Senior Wealth Strategy Associate at UBS Wealth Management since 2014. He is part of a nine-person wealth management practice that oversees four proprietary investment portfolios. His role involves collaborating with two certified financial planners to assist clients with personal and estate planning. The investment portfolios managed by his team include growth equity, dividend growth, ETF strategy, and quality growth at a reasonable price (Q-GARP). Clients at UBS can select from three investment models: conservative, moderate, and aggressive.
Background in Venture Capital and Private Equity
Before joining The Dolce Group, John Cullinane spent five years at Oxford Bioscience Partners as a Partner from 2003 to 2008. His career prior to UBS included managing investment programs, which provided him with extensive experience in venture capital and private equity. This background supports his current work with entrepreneurs, helping them navigate business transitions and manage illiquid and concentrated positions.
Education and Expertise
John Cullinane studied at Princeton University, where he earned an A.B. cum laude in Politics. He furthered his education at Yale University, attending the Yale School of Management from 1977 to 1979, where he achieved a Master in Public and Private Management. His academic background in politics and finance contributes to his expertise in wealth management and investment strategy.
Relationship with The Dolce Group
John Cullinane joined The Dolce Group in 2014 to manage investment programs. His long-standing relationship with the firm is underscored by his prior status as a client. This connection has likely informed his approach to wealth management and client relations, allowing him to leverage his experiences for the benefit of his clients.