|Title: SVP, Business Development|
Adam’s primary responsibility at Ultimus is to promote our firm’s comprehensive suite of services to mutual funds and investment advisers.
Adam has been in client-facing roles, predominantly covering asset managers, for the entirety of his career. Prior to joining Ultimus, Adam worked as a relationship manager for a large financial services firm, focusing on the company’s asset manager and non-bank financial institution clients. Adam’s product experience includes fund administration, fund accounting, transfer agency, compliance, distribution, middle office, global custody, and securities lending.
Adam received both his B.S. and M.B.A. from the University of Alabama. Adam joined Ultimus in March 2015 and has been in the industry since 2009.