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IMG_5887aAbout Jeanie Ulicny

Jeanie Ulicny, Principal of Ulicny Financial Communications and Strategy, has more than 25 years in the financial services industry. She advises investment management and brokerage companies on strategic development, specializing in the areas of corporate positioning, branding and marketing communications.

Jeanie began her career with Fidelity Investments, where she managed corporate advertising, direct mail and video for Fidelity’s Retail division. While at Fidelity, she developed and executed advertising campaigns that helped the company weather the crash of 1987 and the “mini” crash of 1989. Moving to Fidelity in Luxembourg, she built the direct sales market in Europe, with special emphasis on Germany and France.

Back in the U.S., Jeanie consulted for Charles Schwab and Wells Fargo before becoming vice president of marketing at Montgomery Asset Management in San Francisco. At Montgomery, she built a marketing infrastructure that helped to double assets under management within two years. Her integrated marketing communications strategy included public relations, advertising, direct mail, shareholder services and the Internet. She also created the industry’s first interactive website, at the time an untested channel, for Montgomery.

Jeanie was born and raised in Pittsburgh, PA. She received her B.S. from Pennsylvania State University.

Professional Affiliations

  • Association of Women in Alternative Investing, Founder and former President
  • 100 Women in Hedge Funds
  • Professional Association of Investment Communications Resources
  • Executive Committee of Hedge Funds Care
  • Connecticut Hedge Fund Association


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