Dave Carson

SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust at Ultimus Fund Solutions - Springdale, OH, US

Dave Carson's Colleagues at Ultimus Fund Solutions
Angela Simmons

AVP, Financial Administration

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Adam Kornegay

SVP, Business Development

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Jason Stevens

Chief Technology Officer

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Jeff Romie

Fund Accounting Manager

Contact Jeff Romie

Adam Radomski

Fund Accounting Manager

Contact Adam Radomski

John Friedman

Mutual Fund Accounting Manager

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Marc Guthrie

Manager of Financial Reporting

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Dave Carson's Contact Details
HQ
513-587-3400
Location
Cincinnati, Ohio, United States
Company
Ultimus Fund Solutions
Dave Carson's Company Details
Ultimus Fund Solutions logo, Ultimus Fund Solutions contact details

Ultimus Fund Solutions

Springdale, OH, US • 500 - 999 Employees
Financial Services

$400+B AUA | 450+ Clients | 1,600+ Investment Funds or Accounts | 825+ Employees | 11 OfficesUltimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for:• REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts• PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations• PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus' deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients' needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com.8047 UFS 7/24/2019

Mutual Fund Services Private Fund Services Middle Office Services Speciality Fund Services Dedicated Managed Accounts Public Plans Financial Services Financial Advisory Services
Details about Ultimus Fund Solutions
Frequently Asked Questions about Dave Carson
Dave Carson currently works for Ultimus Fund Solutions.
Dave Carson's role at Ultimus Fund Solutions is SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust.
Dave Carson's email address is ***@ultimusfundsolutions.com. To view Dave Carson's full email address, please signup to ConnectPlex.
Dave Carson works in the Financial Services industry.
Dave Carson's colleagues at Ultimus Fund Solutions are Angela Simmons, Adam Kornegay, Jason Stevens, Jeff Romie, Adam Radomski, John Friedman, Marc Guthrie and others.
Dave Carson's phone number is 513-587-3400
See more information about Dave Carson