Jim Cass
Vice Chairman at Ultimus Fund Solutions
- Role
- Vice Chairman at Ultimus Fund Solutions
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice Chairman
Sep 2025 — Present · Philadelphia, PA, US
Education
Thomas Jefferson University
Bachelor of Science (BS), Finance
1986 — 1990
Skills
- Valuation
- Fund Accounting
- Portfolio Management
- Derivatives
- Investments
- Asset Allocation
- Mutual Funds
- Fixed Income
- Bloomberg
- Alternative Investments
- Private Equity
- Fund of Funds
- Capital Markets
- Series 7
- Asset Management
- Securities
- Equities
- Due Diligence
- Hedge Funds
- Financial Services
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