Bob is a co-founder and managing director of Ultimus Fund Solutions, LLC. He is primarily responsible for managing client relationships and new business development. He assists clients with new product development, industry research, regulatory matters and consults with clients regarding strategic issues such as distribution, pricing, product design and fund governance matters.
Prior to co-founding Ultimus in August of 1999, he was president of Countrywide Fund Services, Inc (formerly MGF Service Corp), a registered transfer agent and mutual fund service provider. During his 15 years at Countrywide, he held various positions of increasing responsibilities including controller, treasurer, chief financial officer and president.
Prior to joining Countrywide, he was the assistant controller and tax manager at Carlisle Enterprises. He began his career in the tax department of Arthur Andersen’s Cincinnati office where he served individuals, partnerships and corporations for over three years.
He is a graduate of Christian Brothers University and is a CPA (Inactive).