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Jeff Cullen

Jeff Cullen

Managing Director at Cullen Capital Management, LLC

Southborough, MA , United States

About

Jeff Cullen is the Managing Director at Cullen Capital Management, LLC, headquartered in New York. In his role, he is responsible for steering product development, client communications, and overseeing innovative solutions such as Cullen’s inaugural ETF offerings. As Managing Director, he plays a key role in the launch and management of the Cullen Enhanced Equity Income ETF (DIVP), reflecting his leadership in expanding the firm’s equity income investment capabilities.

Jeff Cullen’s specific investment focus is on large-cap value equities, with a strategy emphasizing both dividend income and active covered call writing. He oversees portfolios that typically include 30 to 40 large-cap, dividend-paying and dividend-growing companies, while employing covered call options written on 25–40% of the portfolio to generate additional yield. His expertise lies in constructing equity income portfolios that blend traditional dividend growth with derivative-based premium income, targeting investors seeking a balance of current income and capital appreciation.

With over a decade of experience managing dividend equity strategies, Jeff Cullen has helped institutionalize this approach at Cullen Capital since 2010. His leadership contributed to launching Cullen’s first ETF, meeting client demand for scalable, transparent income solutions. Jeff Cullen is recognized for adapting traditional value investing techniques with innovative options strategies, though public information does not detail his earlier career roles or educational background.

Career History

OrganizationRoleDate RangeDetails
Schafer Cullen Capital ManagementManaging DirectorFeb 2013 to Present
Responsible for the distribution of Schafer Cullen's investment products for both our domestic (US) business, as well as Offshore business lines. We focus our Offshore distribution efforts in Europe,...
Bank of America Merrill LynchManaging Director, Global Funds SolutionsAug 2005 to Jan 2013
From 2009 until 2013, I was responsible for the offshore mutual fund product line for the three Merrill Lynch international regions - EMEA, Latin America and Asia Pacific. Worked on the International...
John HancockDirector, John Hancock Financial NetworkJan 1999 to Aug 2005
Managed a team of investment and life insurance sales specialists selling mutual funds, fee-based programs, 529 plans, separate accounts and life insurance to John Hancock's career agency system. Sen...
PaineWebberAssistant Vice PresidentJan 1993 to Jan 1996
Internal wholesaler managing Southeast territory selling proprietary and non-proprietary mutual funds to PaineWebber brokers. Traveled with portfolio managers and presented at regional and branch mee...

Education

Babson College - Franklin W. Olin Graduate School of Business

MBA, Entrepreneurship and Marketing

2000 2003

Fairfield University

Bachelor of Science (B.S.), Finance

1989 1993

Others at Cullen Capital Management, LLC (5)

NameRoleLocation
Eric Carbone
Eric Carbone
Vice President - TradingNew York, NY , United States
M
Mariana Salamanca
Vice PresidentNew York, NY , United States
Sally Bertouch
Sally Bertouch
Senior AnalystNew York, NY , United States
Joseph Kavaloski
Joseph Kavaloski
Research AnalystNew York, NY , United States
Nico Nardone
Nico Nardone
2024 Summer AnalystRidgewood, NJ , United States