Jeff Moeller

Corporate Officer/Principal at Ultimus Fund Solutions LLC

Finance

Consumer Services

Profile

Mr. Jeff Moeller is Vice President-Transfer Agent Director at Ultimus Fund Solutions LLC.
He joined Ultimus in August of 2008.
He started his career at BISYS Fund Services and also worked at Nationwide Advisory Services, Integrated Investment Services and JPMorgan.
He currently serves on the Board of Trustees for the Greater Cincinnati Mutual Fund Association, is an active member of the ICI Transfer Agent Advisory Committee as well as the National Investment Company Service Association’s Transfer Agent Committee.
Mr. Moeller is a graduate of Walsh University, a General Securities Registered Representative and a General Securities Principal.

Jeff Moeller active positions

Companies	Position	Start
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.	Corporate Officer/Principal	2011-05-04

All active positions of Jeff Moeller

Former positions of Jeff Moeller

Companies	Position	End
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	-

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Training of Jeff Moeller

Walsh University

Undergraduate Degree

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Linked companies

Private companies	2
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
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.