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Richard Stierwalt, President, CEO and Chairman
Email: rstierwalt@atpa.com
Richard E. Stierwalt, is the President, Chief Executive Officer and a Director of UBPS. Mr. Stierwalt has been the Chief
Executive Officer, President, Chairman and sole Director of ATPA since completion of the acquisition of ATPA in December 2007.
Mr. Stierwalt served as the President, Chief Executive Officer and as a Director of National Investment Managers, Inc. ("NIVM") from its
inception in December 2004 to January 2006. NIVM, a public company, is a roll-up of corporate third-party administrators. During his
tenure at NIVM, NIVM acquired 13 operating business.
From 1998 to 2003, Mr. Stierwalt was Chief Executive Officer of Orbitex Financial Services Group, a roll-up of trust and mutual fund asset
management and distribution companies. From 1995 to 1996, he was the President of BISYS Investment Services, a division of a NYSE listed
company. Prior to the March 1995 merger with BISYS Fund Services, he was Chairman of the Board and Chief Executive Officer of Concord
Holding Corporation, which he co-founded in 1987 after a 12-year career in banking. Concord Holding Corporation became the largest
administrator and distributor of bank-related mutual funds in the US.
Before co-founding Concord, Mr. Stierwalt served as First Vice President and Divisional Administrator of the Financial Management & Trust
Securities Group of Security Pacific National Bank in California, which merged with the Bank of America in 1992.
Mr. Stierwalt was an instructor for the Bank Administration Institute School of Banking at the University of Wisconsin and also was part
of the adjunct faculty of the University of Indianapolis. He is the co-author of the book, Securities Processing, and has been published
in the United States Banker, the ABA Banking Journal, and other industry publications. He has appeared on CNBC and other financial news
programs. He speaks and writes regularly on issues affecting banks and financial services.
Mr. Stierwalt received an associate degree in banking and finance and a BA in economics from the University of Indianapolis. He attended
the Stonier Graduate School of Banking at Rutgers University and is an OPM graduate of Harvard University. He serves on the Board of
Trustees and Chairs Finance at the University of Indianapolis. He also serves on the Board of Directors of: Biomega Laboratories, a
cancer research company; We Are Family Foundation, a humanitarian foundation; Harborside Resort, a Starwood Bahamian property; as well
as serving on the Advisory Board of Droplets, Inc. a software development firm. Mr. Stierwalt currently holds Series 6, 24, 27 and 63
Securities licenses.
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