Julie Schmuelling
Corporate Officer/Principal chez Ultimus Fund Solutions LLC
Provenance du réseau au premier degré de Julie Schmuelling
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
26
| Holding Company | Investment Managers | 26 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Julie Schmuelling via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
CORNERSTONE STRATEGIC VALUE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | General Counsel | |
Boston Trust Walden Funds | Finance/Rental/Leasing | Director/Board Member | |
AES CORPORATION (THE) | Electric Utilities | Corporate Officer/Principal | |
CORNERSTONE TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Comptroller/Controller/Auditor | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
GTCR LLC
GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
FSI Low Beta Absolute Return Fund
FSI Low Beta Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous FSI Low Beta Absolute Return Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek risk adjusted rate of returns, Alpha, with a risk profile and volatility that is similar to that of the Barclays Aggregate Bond Index. FSI Low Beta Absolute Return Fund was founded on August 3, 2011 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Corporate Secretary Director of Finance/CFO Compliance Officer | |
Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Northern Kentucky University | College/University | Graduate Degree Graduate Degree | |
Dash Financial Technologies LLC
Dash Financial Technologies LLC Investment Banks/BrokersFinance Dash Financial Technologies LLC engages in the provision of trading technologies, execution services, analytics tools, and regulatory technologies to the institutional trading community. Its services include BrokerPoint, BLAZE, SENSOR suite, equity algorithmic suite, and solutions for FINRA regulatory notices. The company was founded by Peter Maragos and David Karat on January 29, 2008 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
RevSpring, Inc.
RevSpring, Inc. Packaged SoftwareTechnology Services RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN. | Packaged Software | Director/Board Member Director/Board Member | |
CapFinancial Holdings, Inc.
CapFinancial Holdings, Inc. Financial ConglomeratesFinance CapFinancial Holdings, Inc. operates as an investment holding firm. The company is headquartered in Doylestown, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member Director/Board Member | |
PAYA HOLDINGS INC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Premium Credit Ltd.
Premium Credit Ltd. Financial ConglomeratesFinance Premium Credit Ltd. provides payment facilitation and financing services. The firm's insurance premium finance business provides consumer and business policyholders with the ability to pay insurance premia by periodic monthly installments instead of a single annual payment. It also provides financing services for individuals to pay for other annual fees or services by monthly installments, including accountancy fees, golf club subscriptions, holiday, home pitch fees and school fees. The company was founded in 1988 is headquartered in Leatherhead, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Lind Capital Partners Municipal Credit Income Fund
Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Secretary | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Foreside Financial Group LLC
Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
Code Red, Inc.
Code Red, Inc. Packaged SoftwareTechnology Services Code:Red, Inc. provides research management technologies to the investment community. The firm's products include Code Red RMS that enables to incorporate research, data from multiple systems, and workflows into a repeatable investment process; and Code Red Analytics that helps to manage portfolio, as well as integrates due diligence and risk management capabilities to lower operational risk and increase the integrity of investment decisions. It serves endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds. The company was founded by Timothy V. Gavin and Dwight Wyatt in 2004 and is headquartered in Boston, MA. | Packaged Software | Chief Executive Officer | |
University of Dayton | College/University | Undergraduate Degree | |
Citi Fund Services, Inc.
Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Corporate Officer/Principal | ||
Walsh University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Women's Fund of Central Ohio
Women's Fund of Central Ohio Miscellaneous Commercial ServicesCommercial Services The Women's Fund of Central Ohio is a public foundation that focuses on gender equity. The Women's Fund of Central Ohio is based in Columbus, OH. The non-profit company invests in women and girls through trust-based investments, groundbreaking research, and intersectional advocacy. The company's mission is to transform the lives of women and girls by mobilizing social change. The company has invested over $4.30 million in social change programs that help women and girls build wealth and become leaders. The company was founded in 2001 by Loann Crane, Sally Crane Cox, Ann Pizzuti, Stephanie Hightower, Judy Garel, Jody G. Scheiman, Cathe Chapin Kobacker, Kathy Ransier, Melodee Kornacker, Nancy Jeffrey, Barbara Fergus, Emily Rutherford, Mary Lazarus, Carol Andreae, Sharon Cameron. The CEO is Kelley Griesmer. | Miscellaneous Commercial Services | Director/Board Member | |
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
CCO Technology LLC
CCO Technology LLC Packaged SoftwareTechnology Services CCO Technology LLC develops technology software to automate repetitive compliance tasks and organize documents. Its products include Securities and Exchange Commission filing manager; compliance calendar; document manager; risk assessment tool; policies and procedures manual; and annual report tool. The company was founded by Bo Howell, Alec Cheung, Dina Tantra, and Mark Baltimore and is headquartered in Cincinnati, OH. | Packaged Software | Founder | |
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. | Miscellaneous Commercial Services | Director/Board Member | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Big Easy Blends LLC
Big Easy Blends LLC Food DistributorsDistribution Services Big Easy Blends LLC provides beverages and alcohol. The company was founded by Sal LaMartina and Antonio LaMartina and is headquartered in New Orleans, LA. | Food Distributors | Director/Board Member | |
Carco Group, Inc.
Carco Group, Inc. Miscellaneous Commercial ServicesCommercial Services Carco Group, Inc. engages in the provision of risk mitigation and security services. It offers background screening, compliance, HCM technology, and executive intelligence. The company was founded by Peter L. O'Neill in 1977 and is headquartered in Holtsville, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago Youth Centers
Chicago Youth Centers Miscellaneous Commercial ServicesCommercial Services Chicago Youth Centers provides educational, social, and personal care services. Its programs include learning centers, early childhood education, education support initiative, school-age child development, summer fun, and teen leadership development. The company was founded by Elliott Donnelley and Sidney Epstein in 1956 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
A3 Alternative Income Fund
A3 Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous A3 Alternative Credit Fund is a non-diversified, closed-end management investment company that is operated as an interval fund. Its investment objective is to seek total return through investments that offer regular income or the potential for price appreciation. The company was founded on May 9, 2019 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Compliance Officer | |
Kelley School of Business | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 45 |
Royaume-Uni | 2 |
Sectorielle
Finance | 12 |
Consumer Services | 12 |
Miscellaneous | 8 |
Commercial Services | 8 |
Technology Services | 6 |
Opérationnelle
Director/Board Member | 64 |
Corporate Officer/Principal | 43 |
Undergraduate Degree | 17 |
Treasurer | 12 |
Director of Finance/CFO | 7 |
Relations les plus connectées
- Bourse
- Insiders
- Julie Schmuelling
- Connexions Sociétés