What departments does UMB Fund Services have?

UMB Fund Services has employees across 6 departments including Information Technology, Finance, Engineering, Accounting, Analytics.

What is the largest department at UMB Fund Services?

The largest department at UMB Fund Services is Accounting with 8 employees.

Where are UMB Fund Services employees located globally?

UMB Fund Services has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has UMB Fund Services's team size changed over time?

UMB Fund Services's team has decreased from approximately 428 to 185 employees based on available data.

UMB Fund Services Employee Directory

Financial ServicesWisconsin, United States201-500 Employees

UMB Fund Services, based in Milwaukee, Wisconsin, provides back-office and fund administration support to money managers and fund sponsors, covering both registered and alternative investment vehicles. The company seeks to relieve clients of operational burdens so they can focus on investment performance and growing assets under management. It frames itself as a partner integral to its clients’ business, employing hundreds of professionals to support their back-office needs.

In the financial services industry, it offers fund administration through a broad range of services and technology-enabled processes designed to support client operations. A notable development in 2022 was the appointment of Timothy Bonin as director of fund operations, signaling leadership expansion.

UMB Fund Services Global Highlights

North America
250

United States Of America
250

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

UMB Fund Services's Leadership

D. W.
Senior Vice President Director Of Technology
Mobile Phone
Email
T. P.
Lead Fund Administrator
Mobile Phone
Email
M. W.
Fund Accounting Manager
Mobile Phone
Email
J. P.
Fund Administration Senior Manager
Mobile Phone
Email
D. D.
Lead Net Developer
Mobile Phone
Email
K. K.
Senior Lead Accountant
Mobile Phone
Email
S. O.
Lead Fund Accountant
Mobile Phone
Email
T. H.
Senior Fund Accountant
Mobile Phone
Email

UMB Fund Services Employee Metrics

100%

50%

0%

2026

2025

Accounting
Finance
Operations
Administrative
Analytics
Other
Banking
Program & Project Management
Community & Social Services

Contact profiles from UMB Fund Services

Name

Title

Contact Info

Location

Last Update

D. W.
Senior Vice President Director Of Technology
Mobile Phone
Email
Jul 08, 2026
T. P.
Lead Fund Administrator
Mobile Phone
Email
Jun 26, 2026
M. W.
Fund Accounting Manager
Mobile Phone
Email
Jul 08, 2026
J. P.
Fund Administration Senior Manager
Mobile Phone
Email
May 29, 2026
D. D.
Lead Net Developer
Mobile Phone
Email
Oct 16, 2024
K. K.
Senior Lead Accountant
Mobile Phone
Email
May 23, 2026
S. O.
Lead Fund Accountant
Mobile Phone
Email
Oct 18, 2024
T. H.
Senior Fund Accountant
Mobile Phone
Email
May 29, 2026
A. K.
Senior Fund Accountant
Mobile Phone
Email
Oct 23, 2024
D. R.
Principal
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is UMB Fund Services known for?

UMB Fund Services was founded in 1989 operates in the Financial Services industry. Explore UMB Fund Services's company overview page for more information.

What is UMB Fund Services's most common email format?

UMB Fund Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more UMB Fund Services email formats with LeadIQ.

How many employees does UMB Fund Services have currently?

UMB Fund Services has approximately 358 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are UMB Fund Services's key employees and leadership?

As of July 2026, UMB Fund Services's key employees include:

Senior Vice President Director Of Technology: D. W.
Lead Fund Administrator: T. P.
Fund Accounting Manager: M. W.
Fund Administration Senior Manager: J. P.
Lead Net Developer: D. D.

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UMB Fund Services Employee Directory

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