Julie Schmuelling

Vice President – Mutual Fund Controller

Julie joined Ultimus in December of 2002. As the Mutual Fund Controller, she oversees all aspects of daily fund accounting operations, financial reporting and tax compliance and reporting. Prior to joining Ultimus, Julie was employed as a Financial Reporting Supervisor by Integrated Fund Services and was responsible for overseeing the completion of mutual fund financial statements for over 40 mutual funds.

Prior to working at Integrated, she was employed as an Audit Senior by the public accounting firm of Arthur Andersen, LLP in the Cincinnati office, and was heavily involved with investment company audits and internal control testing for the issuance of SAS 70 reports. She is a graduate of the University of Cincinnati and is a Certified Public Accountant (Inactive).

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