Events

Morningstar Institutional Conference

Attendees: Kirk Littleton

ICI Mutual Funds & Investment Conference

Attendees: Bob Dorsey, Dave Carson, Jeff Young, Adam Kornegay

Morningstar Investment Conference

Attendees: Kevin Guerette, Mick Grunewald

ICI General Membership Meeting

Attendees: Bob Dorsey, Gary Tenkman, Dave Carson, Mick Grunewald, and Adam Kornegay

Ultimus will bring a taste of Cincinnati to Washington DC. Visit booth #204 to receive a bar of creamy, decadent Graeter’s Chocolate and sign up to win 6 pints of their famous ice cream. We look forward to seeing you there!

SALT Las Vegas

Attendees: Adam Kornegay

Pershing INCITE

Attendees: Kevin Guerette, Adam Kornegay, Lora Lindquist

ICI Tax and Accounting Conference

Attendees: Bob Dorsey, Mick Grunewald

IAA 2017 Annual Leadership Conference

Attendees: Dave Carson, Adam Kornegay

While you're at the conference, visit with Dave Carson and Mick Grunewald at our exhibit table.

NSCP Annual Conference

Attendees: Mick Grunewald


FA and Private Wealth Inside Alternatives

Attendees: Mick Grunewald


IMPACT 2017

Attendees: Kevin Guerette, Adam Kornegay, Mick Grunewald, Lora Lindquist

Stop by our booth and inquire about our middle office services for private funds and separate accounts.

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