April 24, 2018 11:03 AM ET

Capital Markets

Company Overview of UMB Fund Services, Inc.

Company Overview

UMB Fund Services, Inc. provides mutual fund and hedge fund services. Its mutual fund services include fund accounting, fund administration, cash management, distribution services, custody, and transfer agency services. The company’s investments/hedge fund services comprise financial statements, performance reporting, tax preparation and compliance, audit coordination, offshore fund services, and consulting services. It also offers managed account solutions that enable investment managers, sponsors, and overlay managers to outsource their operational and administrative SMA infrastructure. In addition, the company provides trust sponsorship, fiduciary and investment oversight, cash sweep, mar...

803 West Michigan Street

Milwaukee, WI 53233

United States

Founded in 1948

Phone:

414-271-5885

Fax:

414-271-5885

Key Executives for UMB Fund Services, Inc.

President & Director
Executive Vice President and General Counsel
Executive Vice President of Alternative Investments
Executive Vice President and Director of Fund Accounting & Administration
Age: 59
Senior Vice President of Organizational Effectiveness
Compensation as of Fiscal Year 2017.

UMB Fund Services, Inc. Key Developments

UMB Fund Services Promotes Executives

UMB Bank has promoted two UMB Fund Services (UMBFS) executives Tony Fischer and Maureen Quill. Fischer has been promoted to national sales director for UMB Fund Services, Investor Solutions, Corporate Trust and Custody at UMB. His responsibilities include business development and strategy, as well as providing leadership to the sales team to ensure collaboration. Previously, he was president of UMBFS. Quill has been promoted to president of UMBFS. She was most recently chief operating officer. Her responsibilities include overall organizational leadership, strategic development and fiscal management. As part of a recent organisational realignment, UMB Fund Services is now part of UMB's Institutional Banking division. Fischer and Quill will both report to Jim Cornelius, president of Institutional Banking at UMB.

UMB Fund Services Launches New Distribution Toolkit

UMB Fund Services has launched a new distribution toolkit aimed at providing small to mid-size asset managers assistance in building and growing their distribution strategy. The toolkit supports clients' needs in each stage of a product's life cycle from development to launch to actively raising assets. Key offerings include business intelligence services, distribution strategy optimization through a partnership with FUSE Research Network, statutory underwriter and distributor services, outbound calling and marketing services. The distribution toolkit is available to current and new clients servicing both start-up and established mutual fund, closed end fund and ETF products.

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Recent Private Companies Transactions

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