With 15 years of experience in the financial services industry, I am a FinTech and product development expert who partners with senior teams at world-class and emerging investment managers to develop and deliver innovative investment solutions. As a Managing Director at Ultimus Fund Solutions, I ...more

With 15 years of experience in the financial services industry, I am a FinTech and product development expert who partners with senior teams at world-class and emerging investment managers to develop and deliver innovative investment solutions. As a Managing Director at Ultimus Fund Solutions, I lead the strategy and execution of product development, investment operations, fund administration, and distribution for various types of registered and alternative funds. I have a proven track record of driving growth, efficiency, and quality for my clients and my organization, leveraging my cross-functional competencies in sales, strategic relationship management, product and research, technology, legal, compliance, and operations. I am an active contributor to the industry, participating in events and trade groups, and serving on the Rising Leaders Council for the Institute of Portfolio Alternatives. My mission is to provide best-in-class fund solutions and services that meet the evolving needs of investors and advisors in a dynamic and competitive market.less