About Ultimus Fund Solutions

Ultimus Fund Solutions® (“Ultimus” or the “Company”), a leading independent provider of innovative fund servicing solutions, announced the appointments of industry veterans John Lehner as President, Ultimus Public Fund Solutions, and Jay Martin as President, Ultimus Private Fund Solutions. In conjunction with the new hires, Jim Cass will transition to Vice Chairman of Ultimus, having previously served as President, Ultimus Private Fund Solutions.

Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, and Xceptor, the intelligent data automation platform for financial markets, today announced the expansion of its six-year partnership to drive enhanced client service for Ultimus’ clients.