Richard Imperiale – Chairman & Chief Investment Officer

Rick ImperialeRick Imperiale founded Uniplan in 1984 and has been the lead portfolio manager for the Uniplan REIT Strategy since its launch in 1988. He started investing in REITs in 1984 and with more than 30 years in financial services, Rick is one of the most experienced investors in alternative asset strategies.

After graduating from Marquette University, Rick got his start in financial services as a Credit Analyst at First Wisconsin Bank in 1980. The credit scoring models he built for evaluating companies still serve as the basis for some of the quantitative models Uniplan uses today.

In 1982, Rick moved to Ziegler, an investment bank, where he served as a Corporate Analyst. Initially, his focus was on financial models that would help project how changes to specific variables would be likely to influence a company’s income statement and balance sheet.

Rick was asked to join a new project at the investment bank involving the creation and management of a hedged municipal bond fund. While he was managing the fund, Rick developed his formative ideas for measuring relative values of securities based on spreads.

The REIT Strategy was the first of three alternative asset strategies that Rick has successfully managed at Uniplan. Over the course of his career, he has been a pioneer in the analysis of alternative asset classes and authored two books on the topic, including Real Estate Investment Trusts: New Strategies for Portfolio Management.

Kris Jamison – President & Chief Executive Officer 

Kris Jamison has been introducing Uniplan to the institutional and separate account marketplace since 2003. In 2010, he was named COO/EVP and in 2018 became President/CEO of Uniplan.  Kris continues to be a key figure evangelizing alternative investing and is the central contact for all of Uniplan’s business partners.

Prior to Uniplan, Kris was a Senior Vice President at Forward Management where he directed their separate account sales and distribution efforts. He holds the Certified Private Wealth Advisor (CPWA) designation from the University of Chicago and is also a Certified Investment Management Analyst (CIMA) through the Wharton School of Business. Kris has a BS in Biology from Baker University.

Paul DeJute – Director of Research

Paul DeJute joined Uniplan during July of 2011 as Managing Director – Director of Research and coordinates the research efforts between the analysts and portfolio managers. He brings over 25 years of industry experience to the Uniplan team. Paul formerly served as both an analyst and portfolio manager while most recently as Managing Director with Soleil Securities. Paul is a CFA and member of the CFA Society of MN. and holds an MBA in Business Administration from University of Toledo and a B.A. from Bowling Green State University.

Rick Govern – Senior Research Analyst

Rick joined the Uniplan research team in 2005. He is responsible for the property-level analysis of all potential and current REIT holdings. In addition, Rick supervises the compilation and analysis of Uniplan’s proprietary REIT database that includes property-level holdings of all publicly-traded REITs and their related geographic distribution. Prior to joining Uniplan, he was the principal of Govern & Co., a real estate brokerage and appraisal company. Rick has a degree in Finance from Iowa State University and is a licensed real estate broker and appraiser.

Mark Zinski – Senior Research Analyst

Mark has been on the Uniplan team since 2013. Mark had previously been a Research Analyst with the sell-side firm 21st Century Equity Research for 6 years. Mark has held finance and accounting positions with larger firms before branching off into contractual financial reporting with small businesses. He holds a B.S. in Finance and Economics from Boston College and an M.A. in Public Policy from the University of Wisconsin-Madison.

David Harris – Senior Research Analyst

David joined Uniplan Investment Counsel in October 2015. He has over 30 years of experience of working in real estate and capital markets in Europe and the United States. He has worked in the direct property markets, for a public company he co-founded (listed on the Amsterdam Stock Exchange), and as a global real estate buy-side analyst/portfolio manager and as a US REIT sell-side equity analyst. He was first involved in the US REIT market in 1995 and spent a decade as a sell-side analyst with Lehman Brothers until 2008. David has a BSc. from DeMontfort University, England and qualified as a Chartered Surveyor in 1981.

Earl DeLaet – Senior Research Analyst

Earl DeLaet joined Uniplan in January 2018 as a Senior Research Analyst.  With over 20 years of experience in the investment business, Earl’s career has included working at BC Ziegler, Firstar Investment Research & Management Company (FIRMCO), Nicholas Funds and most recently as a Senior Equity Analyst at BMO Global Wealth Management.  Earl brings his experience as an investment banking and equity analyst to Uniplan.  Earl is a Chartered Financial Analyst® (CFA) and has a BBA–Accounting degree from the University of Wisconsin – Milwaukee.

James Werner – Manager of Trading and Operations

James joined the Uniplan team in 2011. He is responsible for managing the trading department at Uniplan. James holds a BS from Marquette University in Milwaukee, Wisconsin and while attending, he was a member of a 20 student team that managed a one million dollar small-cap equity and fixed income portfolio of the university’s endowment.

Ken Bellinger – Trader/Analyst

Ken joined Uniplan in January 2017, after 8 years of work in the information technology field. He brings several years of experience in database management, reporting, systems administration, and process improvement in both the private and public sectors. Ken holds a BS in Mathematics from Cardinal Stritch University, as well as an MBA from Carroll University.  In June 2018, he successfully passed Level II of the CFA examination.

Mitchell Beine – Trader

Mitchell joined the Uniplan team after participating in the company’s internship program.  He is a member of the trading team and holds a BS from Marquette University with a degree in Accounting and Finance.  While attending Marquette University, he was a member of a team that managed a one million dollar small-cap equity and fixed income portfolio of the university’s endowment.

Mary Beth Jacobson – CCO/Vice President of Financial Reporting

Mary Beth joined Uniplan in 2012 after 23 years in banking and finance industries specializing in fiduciary taxation, accounting, and management. As JP Morgan Chase’s operations manager for the Private Wealth Management Tax Department, she established and managed several accounting teams at JP Morgan Chase and served as chief liaison training in the Mumbai, India office. Responsibilities include compliance, accounting, and financial reporting functions at Uniplan. Mary Beth has a Bachelor of Science degree in finance from Southeast Missouri State University as we as a Master of Arts degree in economics from the University of Wisconsin-Milwaukee.

Marquette University Internship Program

Graduate students at Marquette have assisted with data analysis and local market studies since 1996.