As Chief Executive Officer, Gary is responsible for providing strategic leadership to the company, then oversees the implementation and progress of those plans. In his role, Gary works closely with the executive management team to ensure the operational delivery of Ultimus’ client centric services and solutions.
Prior to joining Ultimus, Gary was head of North American Operations at another large fund service provider where he was responsible for service delivery for all clients in the region. During his 16 years there, he had increasing responsibilities in several different leadership positions including areas such as alternative investment fund services, European fund services, and U.S. fund services. He is an experienced leader in the fund services industry responsible for growing businesses, leading teams, operating model design and implementation, product development, relationship management and regulator interaction. Prior to that, Gary was an Audit Manager at Ernst & Young responsible for the investment management practice in the Ohio Valley area.
Gary is a graduate of the University of Cincinnati and is a Certified Public Accountant (Inactive). He joined Ultimus in 2014 and has been in the financial services industry since 1990.
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