Position reinforces firm’s commitment and focus on client service,
while ensuring the integration process is optimized
CINCINNATI, OHIO – MARCH 20, 2019 – Ultimus Fund Solutions® (Ultimus®), the largest independent provider of fund administration services which recently closed on the deal to strategically combine Ultimus and The Gemini Companies (Gemini), today announces the addition of seasoned industry professional Ian Martin as Chief Administrative Officer.
As Chief Administrative Officer, Martin’s key responsibility will initially be to oversee the integration workstreams for the Ultimus and Gemini combination.Each firm uses the same core technology platforms, so the integration will largely focus on corporate services in addition to ensuring that client service teams are using best practices across the two firms to improve service delivery.
Gary Tenkman, Ultimus CEO, commented, “We are pleased to have a seasoned industry leader overseeing the integration of Ultimus and Gemini, making sure we leverage the best processes from both firms and advance our commitment to quality and client service levels. This role ensures that our teams will focus on delivering the award-winning client service we are known for, as Ian’s integration team is purposely a separate set of resources.”
Martin brings notable experience for administering transformational projects over his 25+ years in the industry. He is a nationally recognized expert on mutual fund processing, shareholder servicing, efficiency, and quality control. Martin previously led the Transfer Agent Department at U.S. Bank Global Fund Services with over 550 clients with $1 trillion in AUA, having oversight of daily operations, technology, vendor management and contract negotiation. He was also Chairman of the Board of the Trust for Advised Portfolios, a multi-series trust with 13 funds and $3.5 billion in net assets.
Martin added, “It is exciting to work with the team at Ultimus given they have differentiated themselves in the industry by putting clients first. The integration team will be instrumental in helping the newly combined companies scale through sustainable operational processes, while delivering and improving on the service levels we have with our clients, which is exciting for me professionally.”
Ultimus Fund Solutions provides a highly customized and comprehensive suite of fund administration services for investment advisers. Our high-quality services include integrated solutions that support the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, real estate funds, venture capital funds, variable annuity trusts, state-sponsored 529 plans plus the unique needs of pensions, endowments, and foundations.
Our offering comes with a deep commitment to excellence, achieved through investments in both talent and technology, with constant focus on maintaining our consultative approach and boutique service culture. Ultimus stands out as an award-winning, trusted business partner by helping investment advisers and fund families navigate and flourish in today’s increasingly sophisticated and dynamic industry landscape. Ultimus’ comprehensive service solutions are provided by seasoned teams of professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.