Ken Grant Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Delivering custom software solutions, business processes and administrative services for financial, banking and investment firms, endowments and foundations, and family offices.

Cincinnati, Ohio

Independent director, Board of Directors, and Chair of the Governance & Nominating Committee of a multi-fund, registered investment company, series trust. Unified Series Trust (UST) is affiliated with industry leading administrator, Ultimus Fund Solutions (www.ultimusfundsolutions.com/).

Greater Boston

An independent Donor Advised Fund creating legacies for donors and families. Visit https://acgfund.org for more information and an opportunity to create your legacy!

Greater Boston Area

Greater Boston Area

Growing a non-depository trust company that creates Collective Investment Trusts and Limited Liability Corporations for institutional investors. The investment managers of Global Trust Company deliver industry leading performance while meeting the rigorous standards of insurance companies, endowments & foundations, and defined benefit and defined contribution plan sponsors.

12 Gill Street, Suite 2600, Woburn, Ma 01801

Developing trust and plan accounting services for institutional investors, endowments and retirement plans. Creating a transfer agent, recordkeeping system linking NRS with investors, custodians and intermediaries. Added NSCC connectivity, class structures and custom revenue & expense solutions to system. Created charitable giving program for private bankers, brokers and advisors, and developed a donor advised fund accounting platform. Helped assets under administration at firm exceed $750 billion.

Greater Boston Area

Developed firm - a financial services corporation within a nonprofit - from founding to profitability. Created, executived and refined business plans. Obtained venture capital and angel investors. Designed, tested and introduced products and services for funds development and creidt management.As founding CEO established key business systems, including treasury, information, and accounting (both loan assets and investor liabilities). Set project priorities. Managed outsourcing contracts. Set internal investment and financial standards, and loan policies. Recruited directors and officers, and engaged with board auditor.

Directed a seventy-four-member team of fund-raisers, consultants, educators and administrators generated contributions and providing services to churches, church entities and corporate structures. Completed corporate reengineering process and divisional merger.

Directed international team of economists, ethicists and theologians focused on social policy development. Published policy analysis and developed policy statements for use by federal and state policy makers.

Mba, Marketing, Business Development

Thm, Theology, Ethics

Ba, Psychology, Music Theory & Composition

Education record