Jim Cass Email & Phone Number

Vice Chairman @ Ultimus Fund Solutions

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Jim Cass Location

Philadelphia, PA, US

Jim Cass Work

2025 - now Vice Chairman @ Ultimus Fund Solutions
2023 - 2025 President @ LeverPoint Management, LLC
2020 - 2023 Founding Member @ Hidden Crest LLC

2002 - 2020 Senior Vice President and Managing Director @ SEI
1990 - 2002 Senior Director, Director, Manager, Supervisor, Sr Analyst, Analyst @ SEI

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Jim Cass Education

Thomas Jefferson University
Bachelor of Science (BS) (Finance)
1986 - 1990
Pennsbury High School

Jim Cass Skills

Hedge Funds
Alternative Investments
Asset Management

Mutual Funds
Fixed Income
Equities
Investments
Securities
Portfolio Management
Series 7

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Jim Cass Summary

Jim Cass, based in Philadelphia, PA, US, is currently a Vice Chairman at Ultimus Fund Solutions. Jim Cass brings experience from previous roles at Ultimus LeverPoint Private Fund Solutions, Hidden Crest LLC and SEI. Jim Cass holds a 1986 - 1990 Bachelor of Science (BS) in Finance @ Thomas Jefferson University. With a robust skill set that includes Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Fixed Income and more. Jim Cass has 2 emails and 1 mobile phone numbers on RocketReach.

Jim Cass Emails

Found 2 emails

Jim Cass Phone Numbers

Found 3 phone numbers

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Melvin van Cleave

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Grant Chamberlain

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Lora Lindquist

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Andrea Alexander

Vice President Talent Acquisition at Ultimus Fund Solutions

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Kerric Kynard

Senior Vice President Business Development at Ultimus Fund Solutions

Chicago, IL, US
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Kevin Wolf

Executive Vice President, Head of Fund Administration and Product at Ultimus Fund Solutions

Hauppauge, NY, US
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Eddie Lund

Senior Vice President Business Development at Ultimus Fund Solutions

Hamilton, OH, US
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Heather Schwab

Executive Vice President and Chief Human Resource Officer at Ultimus Fund Solutions

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Vice President - Compliance Officer (Mutual Fund CCO for multiple trusts) at Ultimus Fund Solutions

Wilmington, OH, US
1
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