Bob G. Dorsey
Directeur/Membre du Conseil chez Investment Company Institute
Profil
Bob G.
Dorsey is the founder of Ultimus Fund Solutions LLC, which was founded in 1999.
He held the title of Vice Chairman & Managing Director from 1999 to 2021.
Currently, he is a Member-Governors Board at Investment Company Institute since 2019.
Mr. Dorsey's former jobs include Assistant Controller & Tax Manager at Carlisle Enterprises LLC and Principal at Arthur Andersen LLP.
He completed his undergraduate degree from Christian Brothers University.
Postes actifs de Bob G. Dorsey
| Sociétés | Poste | Début |
|---|---|---|
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Directeur/Membre du Conseil | 22/10/2019 |
Anciens postes connus de Bob G. Dorsey
| Sociétés | Poste | Fin |
|---|---|---|
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Fondateur | 31/03/2021 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Carlisle Enterprises LLC
 Carlisle Enterprises LLC Investment ManagersFinance Carlisle Enterprises LLC (Carlisle Enterprises) is a private equity firm founded by Jim Carlisle in 1990. The firm is headquartered in San Diego, California. | Corporate Officer/Principal | - |
Formation de Bob G. Dorsey
| Christian Brothers University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Finance |
Carlisle Enterprises LLC
Carlisle Enterprises LLC Investment ManagersFinance Carlisle Enterprises LLC (Carlisle Enterprises) is a private equity firm founded by Jim Carlisle in 1990. The firm is headquartered in San Diego, California. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
