|Title: Vice Chairman|
As Vice Chairman, Mark is responsible for the overall strategic direction of the firm and for maintaining the high-quality standards delivered to clients. He has 30 years of industry experience working directly with clients and boards.
Prior to co-founding Ultimus in August of 1999, he was Chief Accounting Officer and Chief Operating Officer of another mutual fund service provider and registered transfer agent. During his 12 years at that company, Mark held various positions of increasing responsibilities including Mutual Fund Controller, Treasurer, Chief Operations Officer, and Chief Accounting Officer.
Prior to that, Mark was a Senior Accountant in the Audit Division of Arthur Andersen's Cincinnati office, working primarily on financial services industry engagements, including two mutual fund complexes.
Mark is a 1984 graduate of the University of Cincinnati and is a Certified Public Accountant and Certified Financial Planner.