You are not a number at Ultimus. You won't be transferred from representative to representative. That's not how we operate. We hire top quality professionals, and we put them to work for you. At Ultimus, your experienced team is dedicated to learning the nuances and complexities of your investment offerings, serving your clients and helping to meet your goals. Additionally you will have access to our full roster of attorneys, paralegals, accountants, operations specialists, fund distribution experts, shareholder service representatives and more.

Your firm will be delighted by the remarkable results and smart solutions our professionals are passionate about providing.

Ultimus Executive Management Team

Name | Function | Location


Executive Vice President

Senior Management Team

Business Development Team