Jan 26 | New York City | Attending
Attendees: Kirk Littleton
Jan 26 | Xavier University, Cincinnati, OH | Event Sponsor
Mar 12 - 15, 2017 | Palm Desest, CA | Attending
Attendees: Bob Dorsey, Dave Carson, Jeff Young
Apr 26 - 28, 2017 | Chicago, IL
Attendees: Kevin Guerette, Mick Grunewald
May 03 - 05, 2017 | Washington, DC | Exhibiting
Attendees: Bob Dorsey, Dave Carson, Mick Grunewald, Martin Dean, Adam Kornegay, and Lora Lindquist
Ultimus will bring a taste of Cincinnati to Washington DC. Visit our booth to receive a bar of creamy, decadent Graeter’s Chocolate. We look forward to seeing you there!
Jun 14 - 16, 2017 | San Diego, CA
Attendees: Kevin Guerette, Mick Grunewald, Lora Lindquist
Sep 24 - 27, 2017 | San Antonio, TX
Attendees: Bob Dorsey, Mick Grunewald
Oct 04 - 06, 2017 | Chicago, IL | Exhibiting
Attendees: Dave Carson, Mick Grunewald
Nov 14 - 17, 2017 | Chicago, IL | Exhibiting
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.
May 02 - 04, 2018 | Cincinnati, OH
Network with investment advisor peers, industry experts, new Ultimus clients, industry business partners, and Ultimus professionals in Cincinnati!
During this Summit conference time we'll address a variety of topics of interest to advisor executives, sales and marketing officers, mutual fund trustees, plus compliance and operations staff. Please mark your calendar!
View the 2018 Client Summit Agenda page.