Kevin Wolf

EVP & Head of Fund Administration & Product at Ultimus LeverPoint

Kevin Wolf joined Gemini (now Ultimus Fund Solutions) in 2001 and currently serves as Executive Vice President, Head of Fund Administration and Product. Prior, Kevin served as the Executive Vice President of Gemini, overseeing the fund and legal administration units. Kevin also serves as an officer to certain clients of Ultimus.

Kevin started in the mutual fund industry in 1991. Prior to joining Ultimus, Kevin was an assistant vice president in the financial reporting department for Salomon Smith Barney Asset Management. There, he was responsible for the preparation of shareholder reports for over 200 mutual funds while supervising a staff of reporting specialists. Kevin’s other prior experience includes work as a mutual fund accountant for both Dean Witter (currently Morgan Stanley) and Chemical Bank (currently JP Morgan Chase).

Kevin received a Bachelor of Science degree in Accounting and Business Administration from the State University of New York at Albany.

Timeline

  • EVP & Head of Fund Administration & Product

    Current role