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JC

Jim Cass

Vice Chairman @Ultimus Fund Solutions

Philadelphia, PA, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Sep 2025 — Present

Vice Chairman @Ultimus Fund Solutions

Philadelphia, PA, US

EDUCATION

1986 — 1990

Thomas Jefferson University

Bachelor of Science (BS), Finance

SKILLS

ValuationFund AccountingPortfolio ManagementDerivativesInvestmentsAsset AllocationMutual FundsFixed IncomeBloombergAlternative InvestmentsPrivate EquityFund of FundsCapital MarketsSeries 7Asset ManagementSecuritiesEquitiesDue DiligenceHedge FundsFinancial Services

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ABOUT JIM CASS

Vice Chairman at Ultimus Fund Solutions

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