Joel Lieb

As a Senior Vice President of Relationship Management, Joel Lieb is responsible for ongoing relationship management of select clients and development of partnership initiatives to optimize services for investment advisor clients. Among his many responsibilities, Joel focuses on ensuring an understanding of client business growth objectives, facilitating service and growth expectations, and communicating current and future Ultimus business enhancements to clients.

Prior to joining Ultimus in July 2021, Joel was Executive Vice President of B&G Business Solutions, Inc., a boutique management consulting firm where he was responsible for business and risk management, as well as, expanding the management consulting practice for investment advisers seeking product development and operational outsourcing advice. Prior to B&G Business Solutions, Joel spent 30 years at SEI in various roles including Discretionary Investment Manager for defined contribution plans, Trust Investment Committee member for SEI Trust Company, Collective Investment Trust solutions owner, and Senior Relationship Manager for institutional investment advisers.

Joel received his bachelor’s degree in Finance from Saint Vincent College and has been in the industry since 1989. He is frequently a contributor on investment-related panels.