Ultimus Named Transfer Agent Administrator for Parnassus Investments
CINCINNATI, OHIO – June 8, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent, tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce its selection as Transfer Agent for Parnassus [...]
Ultimus CEO Gary Tenkman Elected to ICI Board of Governors
CINCINNATI, OHIO – May 18, 2021 – Ultimus Fund Solutions® (Ultimus®) announced today that Gary Tenkman, CEO of Ultimus, has been elected to serve on the Board of Governors of the Investment Company Institute (ICI) [...]
Ultimus Appoints Frank Anduiza to Lead Sales Management Efforts for Private Fund Administration Services
Cincinnati, OHIO – May 3, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the addition of industry veteran Frank Anduiza [...]
Ultimus Named Fund Servicing Partner for USA Mutuals
CINCINNATI, OHIO – March 17, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been selected by USA [...]
Susan Cosgrove Appointed to Ultimus Board of Directors
CINCINNATI, OHIO –March 10, 2021 - Ultimus Fund Solutions®, a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the appointment of Susan Cosgrove to its Board of Directors. [...]
Ultimus Announces New Relationship with Public Trust Advisors
CINCINNATI, OHIO – February 4, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce a new relationship with Public Trust Advisors, LLC [...]
Ultimus Names Joe Bree to Key Business Development Position
CINCINNATI, OHIO – January 27, 2021 - As a leading independent provider of full-service fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Joe Bree as Senior Vice President - [...]
Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner
CINCINNATI, OHIO – January 19, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been retained by Cramer Rosenthal McGlynn, [...]
Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian
CINCINNATI, OHIO – January 13, 2021 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that the firm—and one of its co-founders—have received prestigious awards from Global Custodian, the leading publication covering the international securities [...]
Ultimus Names Kelly Ramsey Gooch to Lead Client Relationship Management for Private Fund Administration
CINCINNATI, OHIO – December 2, 2020 - As a leading independent provider of full-service fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Kelly Ramsey Gooch as Executive Vice President, [...]