|Title: Vice Chairman & Co-Founder|
As Vice Chairman, Bob is primarily responsible for providing the strategic leadership for the firm by establishing and maintaining the professional service culture of the firm. He has over 35 years of mutual fund industry experience.
Prior to co-founding Ultimus in August of 1999, he was President of another mutual fund service provider and registered transfer agent. During his 15 years there, Bob held various positions of increasing responsibilities including Controller, Treasurer, Chief Financial Officer and President.
Prior to that, Bob was the Assistant Controller and Tax Manager at Carlisle Enterprises, Inc. He began his career in the tax department of Arthur Andersen's Cincinnati office where he served individuals, partnerships and corporations for over three years.
Bob is a graduate of Christian Brothers University and is a Certified Public Accountant (Inactive). He is a trustee for Ultimus Managers Trust and Capitol Series Trust. Bob serves on the Board of Governors of the Investment Company Institute and the Board of LaSalle High School in Cincinnati, Ohio.