Sean McLean

SVP, Retail Alternatives Fund Accounting at Ultimus LeverPoint

Sean McLean is Senior Vice President of Fund Accounting for Ultimus Fund Solutions. His primary responsibilities are working with investment managers considering starting a registered alternative fund and providing expertise and oversight to the Ultimus Fund Accounting Team on these products.

Prior to joining Ultimus, Sean was Director of Fund Accounting at SS&C ALPS. During Sean’s twenty-five years at ALPS he was responsible for leading the Fund Accounting Department including NAV production, valuation, corporate actions, performance, and N-PORT. Sean’s experience includes providing fund accounting services to mutual funds, closed-end funds, ETFs, and registered alternative funds.

Sean has an accounting degree from Colorado State University and is a Certified Public Accountant (Inactive). He holds series 6, 7, and 63 licenses.

Timeline

  • SVP, Retail Alternatives Fund Accounting

    Current role