Kevin E. Wolf

Kevin E. Wolf Email and Phone Number

Ultimus | Boutique Service & Institutional Strength | Invested in our Clients' Success @ Ultimus Fund Solutions
Kevin E. Wolf's Location
Hauppauge, New York, United States, United States
Kevin E. Wolf's Contact Details

Kevin E. Wolf personal email

n/a
About Kevin E. Wolf

Kevin E. Wolf is a Ultimus | Boutique Service & Institutional Strength | Invested in our Clients' Success at Ultimus Fund Solutions. He possess expertise in mutual funds, alternative investments, asset management, hedge funds, investments and 11 more skills. He is proficient in German.

Kevin E. Wolf's Current Company Details
Ultimus Fund Solutions

Ultimus Fund Solutions

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Ultimus | Boutique Service & Institutional Strength | Invested in our Clients' Success
Kevin E. Wolf Work Experience Details
  • Ultimus Fund Solutions
    Executive Vice President, Head Of Fund Administration And Product
    Ultimus Fund Solutions Feb 2019 - Present
    Cincinnati, Oh, Us
    Kevin E. Wolf serves as Executive Vice President, Head of Fund Administration and Product at Ultimus Fund Solutions, LLC, overseeing Ultimus' Financial Administration teams, portfolio compliance and tax provisioning teams and contributing guidance and oversight of the Ultimus product offerings within the the areas of mutual fund servicing, ETF servicing, Retail Alternatives and Series Trust services. In addition, Kevin is serving as President [CEO] for the Northern Lights Fund Trust and Northern Lights Variable Trust and as President of the Northern Lights Fund Trust II. The “Northern Lights" trust complex is one of the largest and fastest growing shared fund trust offerings with a diverse and cutting edge product offering. Kevin also serves as an Assistant Treasurer for other fund trusts.
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  • The Gemini Companies
    President
    The Gemini Companies Aug 2001 - Feb 2019
    Hauppauge, Ny, Us
    Kevin E. Wolf served as the President of Gemini Fund Services, LLC ("GFS")[2012-2019], overseeing GFS's Service Units, including fund administration, fund accounting and transfer agency. Kevin was tasked with providing strategic direction for his team of department leaders. Prior to this, Kevin served as the Executive Vice President of GFS, overseeing GFS's Fund Administration and Legal Administration units, responsible for providing administration services, including financial reporting, compliance reporting, performance reporting and treasury reporting with his staff of administrators. Kevin has over 25 years experience in the mutual fund industry. Prior to joining GFS eighteen years ago, Kevin was an Assistant Vice President in the Financial Reporting Department for Salomon Smith Barney Asset Management. He was responsible for the preparation of shareholder reporting for all Smith Barney, Salomon Bros. and Travelers mutual funds and variable annuity products while supervising and training a staff of reporting specialists.
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  • Salomon Smith Barney
    Assistant Vice President
    Salomon Smith Barney Mar 1995 - Aug 2001
    New York, Ny, Us
    View

Kevin E. Wolf Skills

Mutual Funds Alternative Investments Asset Management Hedge Funds Investments Fund Administration Fund Accounting Financial Reporting Equities Investment Management Securities Portfolio Management Asset Allocation Asset Managment Investment Advisory Etfs

Kevin E. Wolf Education Details

  • University At Albany
    University At Albany
    Accounting

Frequently Asked Questions about Kevin E. Wolf

What company does Kevin E. Wolf work for?

Kevin E. Wolf works for Ultimus Fund Solutions

What is Kevin E. Wolf's role at the current company?

Kevin E. Wolf's current role is Ultimus | Boutique Service & Institutional Strength | Invested in our Clients' Success.

What is Kevin E. Wolf's email address?

Kevin E. Wolf's email address is ke****@****und.com

What is Kevin E. Wolf's direct phone number?

Kevin E. Wolf's direct phone number is +163147*****

What schools did Kevin E. Wolf attend?

Kevin E. Wolf attended University At Albany.

What are some of Kevin E. Wolf's interests?

Kevin E. Wolf has interest in Skiing Snowboarding, Youth Soccer Coach, Hiking, Biking, Golf, Soccer Player, German Language Heritage, Softball.

What skills is Kevin E. Wolf known for?

Kevin E. Wolf has skills like Mutual Funds, Alternative Investments, Asset Management, Hedge Funds, Investments, Fund Administration, Fund Accounting, Financial Reporting, Equities, Investment Management, Securities, Portfolio Management.

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