Name | Title | Contact Details |
---|---|---|
Lisa Forman |
VP Associate General Counsel | Profile |
Adam Olls |
Deputy Chief Legal Officer and Deputy General Counsel | Profile |
Peter Simms |
Vice President Trust Company Compliance | Profile |
Mary Perry |
Vice President Insurance Administration and Compliance | Profile |
Kendall Stensvad |
VP Senior Counsel - Compliance | Profile |
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus` high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures. Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999. Ultimus` comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience.
A Lending Legacy since 1966. Contact us today! (314) 434-7000 | NMLS #30998
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