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Ultimus Fund Solutions, LLC

Ultimus Fund Solutions, LLC

Cincinnati, OH

We have found information with phone and email addresses about the company Ultimus Fund Solutions, based in 225 Pictoria Dr SUITE 450, Cincinnati, OH 45246, OH. The company works in the Financial Services industry. The company's main products are Brokerage Services, Investment Advisors, Investment Management, and Investment Services. Phone numbers, email addresses and other contact information for the company and Secretary, Mbr-sec John F. Splain can be found on our website.

Company Details

Last Update
Jul 14, 2022
Doing business as
Ultimus Fund Solutions
Location
225 Pictoria Dr SUITE 450, Cincinnati, OH 45246
Phone
(***) ***-3400
(***) ***-3437
Industry
Financial Services
Security Broker/Dealer
Misc Intermediation
Mutual Funds
Category
Mutual Funds & Brokers
Founded
1999
Number of Employee
51-200 employees
Products
Brokerage Services
Investment Advisors
Investment Management
Investment Services
SIC
6211 - Security Brokers, Dealers, and Flotation Companies
SIC6
621104 - Mutual Funds
NAICS
525 - Funds, Trusts, and Other Financial Vehicles

Decision Makers

John Riddell
Vp, Transfer Agent Operations
Marina Gulyan
Avp, Fund Administration Manager
Josh Mock
Lead Business Analyst
John F Splain
Managing Director

Employees

Paul Leone
Vice President And Senior Counsel
David James
Executive Vice President And Chief Legal And Risk
Jesse D Hallee
Vice President And Senior Managing Counsel
Gary Harris
Executive Vice President, Business Development
Eric Kane
Vice President And Managing Counsel, Legal Administration
Brian A Konczos
Senior Fund Accounting Manager
Tina Bloom
Partner
Melvin Van Cleave
Vp, Technology Infrastructure
Julie Searls
Director Of Finance
George Andrews
Vice President, Transfer Agent Systems

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