Lisa Householder

Lisa Householder is a Vice President, Relationship Management for Ultimus Fund Solutions, responsible for monitoring overall client satisfaction and business initiatives. She is the main point of contact regarding mutual funds, liquid alternatives, and collective investment trusts for clients that utilize a comprehensive suite of solutions from Ultimus including fund administration, fund accounting, transfer agency, and distribution. Lisa has more than 30 years of experience in the financial service industry, and works in the Columbus, Ohio office.

Before joining Ultimus, Lisa was the Vice President of Relationship Management for Huntington Asset Services Inc. with similar responsibilities. Prior to that role, she worked for Citi Fund Services (formerly BISYS Fund Services) as Senior Vice President, Client Executive, and Vice President, Relationship Manager, respectively.

Lisa is a results-driven professional with a talent for establishing consultative and strategic business partnerships with clients, vendors, and service providers to support key initiatives. She has a diversified background in client services, project management, operations, cash control, and business development.

Lisa earned a bachelor’s degree in Business Administration from Heidelberg University. She holds a Series 6 license (officially the Investment Company and Variable Contracts Products Representative Qualification Examination) from FINRA.