Prior to her position as senior sales lead, McCoy served as an executive vice president at Ultimus Leverpoint Private Fund Solutions
The partnership will allow Ultimus to offer outsourced trade execution and trading desk services to asset managers through PennHaven
Scotty Mills, former Major Royal Marine and global keynote speaker (pictured), presented the awards and delivered a thought-provoking keynote speech
Ultimus Fund Solutions has appointed Shannon Thibeaux-Burgess as senior vice president of relationship management
Ultimus Fund Solutions has selected FundGuard’s platform to offer its clients additional services to calculate real time contingent net asset values for their registered funds
The association’s members included Apex, Ultimus Fund Solutions, Centaur Fund Services, Circle Partners as well as Horseshoe, IPS, Basiz and Sudrania Fund Services, among others
The partnership will see Parnassus’ shareholders gain easy access to their accounts through Ultimus’ proprietary uTRANSACTTM platform
Ultimus Fund Solutions has bolstered its team with the addition of Frank Anduiza as executive vice president, head of private fund sales, for the firm’s private fund administration services group
FundGuard explains why Ultimus Fund Solutions selected their cloud-native Contingent NAV solution, and how their low-touch model is unique to the industry
