|Title: EVP, Relationship Management|
Alma Piscitello is the Executive Vice President of Relationship Management, overseeing the client experience and developing client growth strategies for our registered fund business, leading the day-to-day relationship management efforts, and developing partnership initiatives to optimize services for investment advisor clients. She also serves as a knowledgeable resource for fund launches, conversions, and distribution. Alma joined Ultimus in 2014 and works out of our Hauppauge New York office.
Previously, Alma was the Director of Partner Development at Morgan Stanley Smith Barney, LLC, responsible for uncovering product, marketing, and distribution opportunities for investment advisors. Alma has held positions in institutional and retail business development, marketing, product platform management, and relationship management with Morgan Stanley Smith Barney, and predecessor firms Citigroup Asset Management and Salomon Brothers Asset Management.
Alma studied organizational behavior and communications at New York University, and currently holds the Series 7 and 66 securities registrations with FINRA.