|Title: EVP, Chief Administrative Officer|
As Executive Vice President, Chief Administrative Officer, Ian works across all business lines to ensure that integration and synergy goals and activities are completed on time while meeting key financial targets. He also has executive management business line responsibilities within the Transfer Agent.
Ian is a seasoned veteran in mutual fund processing, shareholder servicing, efficiency and quality control. Prior to joining Ultimus, Ian lead the Transfer Agent department at U.S. Bank Global Fund Services where he played an integral role in strengthening client relationships, while also overseeing all critical processing partnerships. He was also Chairman of the Board for Trust Advised Portfolios.
Prior to joining Fund Services, Ian was vice president and group manager of Mutual Funds and Entitlement Services department for U.S. Bank, where he oversaw all aspects of mutual funds, asset file, pricing, income, proxies and corporate actions.
Ian received his Bachelor of Business Administration degree from the University of Wisconsin Oshkosh. He joined Ultimus in 2019 and has been in the mutual fund industry since 1992.