Ultimus Fund Solutions has added David Carson to its senior management team as Director of Client Strategies to manage the series trust product line.
Carson previously served as the chief operations officer and chief compliance officer of theHuntington Funds, a mutual fund family, and Huntington Strategy Shares, an actively managed exchange-traded fund family, sponsored by The Huntington Bank.
In 2012, we launched Ultimus Managers Trust, a series trust, stated Bob Dorsey, co-founder of Ultimus.
Due to the positive response of investment managers, we created this new position to educate new clients on all the aspects of a new fund launch including fund design, pricing, compliance, distribution and operational matters.
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