As Vice President of Relationship Management for Ultimus Fund Solutions, Matt manages strategic relationships with key Ultimus clients and serves as their main point of contact and liaises on their behalf with Ultimus fund administration and operational teams. He has a diverse set of mutual fund, ETF and collective investment trust clients that utilize the comprehensive suite of solutions offered by Ultimus.
Matt joined Ultimus Fund Solutions in 2016 with the company’s acquisition of Huntington Asset Services, where he served in various roles since 1998. Matt is also President of the Capitol Series Trust and the Valued Advisers Trust, two multi-series trusts sponsored by Ultimus. In addition he holds various officer positions with other mutual fund trusts. Throughout his career, he has worked in relationship management and served in numerous management roles within the Transfer Agent, including cash control and project management.
Matt earned a bachelor’s degree in Public Finance from Indiana University Bloomington, and his MBA from the University of Indianapolis. He currently holds the Series 6 and Series 63 securities license with FINRA.
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