|Title: EVP, DIRECTOR OF FUND SERVICING|
As Executive Vice President and Director of Fund Servicing, Bill is responsible for the day to day servicing of our clients. In this role, he is responsible for managing the teams that provide high quality fund accounting, transfer agent and client relationship management services.
Prior to joining Ultimus, Bill was Managing Director and Client Service Leader at another large fund service provider where he was responsible for the employees and clients. During his nearly thirty years in the Fund Administration industry, he also held positions including Division Leader, Executive Vice President of Operations, Head of Client Services and Head of Product and Business Development. Bill’s experience includes leading teams in the United States and Europe to provide fund administration services to mutual funds, hedge funds, separate accounts and private equity funds. He began his career as an Audit Manager at Deloitte & Touche for six years.
Bill is a graduate of The Ohio State University and is a Certified Public Accountant (Inactive). He joined Ultimus in 2017 and has been in the industry since 1987.