What Happened?
Cincinnati, OH-based Ultimus Fund Solutions Appointed David Felcyn as Vice President and Director of Transfer Agent Technology
Date of management change: December 04, 2019
Cincinnati, OH-based Ultimus Fund Solutions Appointed David Felcyn as Vice President and Director of Transfer Agent Technology
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus` high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures. Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999. Ultimus` comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience.
David Felcyn is Vice President and Director of Transfer Agent Technology at Ultimus Fund Solutions. Previously, David held various senior IT leadership roles in the industry.
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