Tomko

Ninth Consecutive Year Ultimus Earns Highest Score

Retrieved on: 
Tuesday, July 25, 2023
Tomko, EVP, KYC/AML, Accounting, Investment, Middle office, Global Custodian, News, Financial adviser, Ultimus

Overall, Ultimus scored a 6.94 out of 7.00 with the 2023 industry average coming in at 6.15.

Key Points: 
  • Overall, Ultimus scored a 6.94 out of 7.00 with the 2023 industry average coming in at 6.15.
  • In individual categories, Ultimus obtained perfect marks in nine categories and achieved the highest scores industry wide in all thirteen categories, once again validating the company’s tech-driven and client-centric approach.
  • For the ninth consecutive year, Ultimus received Category Outperformer and Global Outperformer recognition by Global Custodian, accentuating the firm’s accomplishments.
  • Ultimus scored a perfect score of 7.00 in client service, onboarding, fund accounting, transfer agent, KYC/AML and sanctions screening, reporting to institutional investors, reporting to managers, middle office services, and compliance support.

Ultimus Welcomes Sean McLean as SVP, Retail Alternative Fund Services Amid Growth Surge

Retrieved on: 
Thursday, June 9, 2022
Leadership, Knowledge, BDC Building, Business development, EVP, SVP, NICSA, Ultimus, Investment, City, Senior, IPA, Accounting, Growth, GLOBE, Technology, Pension, Foundation, Industry, Blog, Institute, Tomko, Financial adviser, Video game

CINCINNATI, June 09, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions (Ultimus), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Sean McLean as Senior Vice President, Retail Alternative Fund Services.

Key Points: 
  • CINCINNATI, June 09, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions (Ultimus), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Sean McLean as Senior Vice President, Retail Alternative Fund Services.
  • In his new role at Ultimus, McLean will lead the fund accounting group that services Ultimus retail alternative fund business, which includes interval funds, tender offer funds, and business development companies (BDCs).
  • Bill Tomko , EVP, Head of Fund Servicing, notes the complexities of retail alternative funds.
  • Ultimus continues to experience significant growth in the retail alternative space, and we do not see any slowdown in the demand for these products.