Having recently joined Ultimus in March, 2022, Don collaborates with investment advisers, industry consultants, and the Ultimus Operations team to construct best-in-class service solutions for funds, ETFs, retail alts and various other pooled structures, as well as institutional separate accounts.
Immediately prior to joining Ultimus, Don spent several years with a U.K. headquartered FinTech and WealthTech firm leading the Americas business development effort. Before that, Don held various operational, product management, and senior sales management roles with two leading New York multi-line banks. In total, Don has over 25 years of experience selling and delivering fund services, investment middle office, custody and treasury management service and technology solutions to investment managers, financial institutions, corporate and public sector clients.
Don received a BS degree in Applied Mathematics, Business Management and Economics from Carnegie-Mellon University in Pittsburgh, PA.
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