Jim Cass Email & Phone Number
Vice Chairman @ Ultimus Fund Solutions
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Jim Cass Location
- Philadelphia, PA, US
Jim Cass Work
- Vice Chairman @ (September 2025 - Present)
- President @ (February 2023 - September 2025)
- Founding Member @ Hidden Crest LLC (May 2020 - February 2023)
- Senior Vice President and Managing Director @ (January 2002 - January 2020)
- Senior Director, Director, Manager, Supervisor, Sr Analyst, Analyst @ (September 1990 - January 2002)
Jim Cass Education
- Thomas Jefferson University
Bachelor of Science (BS) (Finance)
1986-1990 - Pennsbury High School
Jim Cass Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Derivatives
- Due Diligence
- Equities
- Financial Services
- Fixed Income
- Fund Accounting
- Fund Of Funds
- Hedge Funds
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Securities
- Series 7
- Valuation
- Customer Service
- Services
- Strategic Planning
- Business Strategy
- Business Development
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 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 Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets and more. Jim Cass has 3 emails and 1 mobile phone numbers on RocketReach.
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