UMB Fund Services

UMB Fund Services Employee Directory

Financial ServicesWisconsin, United States201-500 Employees

At UMB Fund Services, we recognize the unique challenges money managers face. Our goal is to leave money managers free to focus on their primary goals: investment performance and growing assets under management. 

Having confidence in your back office will enhance your ability to deliver on these goals. Our cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience…the kind you expect and deserve. 

In today’s marketplace, you need more than a provider; you need a partner that recognizes they are a critical part of how you do business and treats your business as if it were their own. 

That’s how we do business at UMB Fund Services, and how we deliver on our brand promise…Count on more.®

Find UMB Fund Services employees' phone numbers or email addresses

UMB Fund Services Global Highlights

Location
Employees

North America
270

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  • United States Of America
    270

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

UMB Fund Services's Leadership

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    S. W.
    Vice President Of Business Development
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    J. M.
    Senior Executive Administrative Assistant To Coo
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    S. S.
    Senior Vice President, Director Of Client Services
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    T. G.
    Executive Vice President
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    J. C.
    Evp - Director Of Alternative Investments
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    J. A.
    Vp - Investor Services Business Solutions
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    A. B.
    Svp / Business Development
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    R. T.
    Senior Vice President, Business Development
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UMB Fund Services Employee Metrics

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50%
0%
2025
2024
  • Accounting
  • Finance
  • Operations
  • Administrative
  • Analytics
  • Other

Contact profiles from UMB Fund Services

Name
Title
Contact Info
Location
Last Update
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    D. H.
    Vice President, Senior Client Services Manager
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    Jul 17, 2025
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    T. M.
    Vp Investor Services
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    United StatesWisconsin
    Oct 21, 2025
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    M. P.
    Avp, Fund Accounting Manager
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    United StatesWisconsin
    Oct 18, 2025
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    J. E.
    Avp - Control Group Manager
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    United StatesWisconsin
    Oct 21, 2025
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    A. M.
    Senior Vice President, Client Services
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    UNITED STATES
    Jul 17, 2025
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    S. C.
    Vice President, Transfer Agency Administration Manager
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    United StatesWisconsin
    Feb 07, 2025
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    S. E.
    Tax Managing Director
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    United StatesUtah
    Oct 22, 2025
  • Stylized image of a person
    C. M.
    Director
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    United StatesUtah
    May 31, 2025
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    R. R.
    Director
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    United StatesUtah
    Oct 20, 2025
  • Stylized image of a person
    C. S.
    Director - Tax
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    United StatesUtah
    Aug 10, 2025

Frequently Asked Questions

What is UMB Fund Services known for?

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UMB Fund Services was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 235 W Galena Street Milwaukee, WI 53212 US. Explore UMB Fund Services's company overview page for more information.

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

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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?

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UMB Fund Services has approximately 358 employees as of August 2025. These team members are located across 2 continents, including North AmericaEurope.

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

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As of August 2025, UMB Fund Services's key employees include:

  • Vice President Of Business Development: S. W.
  • Senior Executive Administrative Assistant To Coo: J. M.
  • Senior Vice President, Director Of Client Services: S. S.
  • Executive Vice President: T. G.
  • Evp - Director Of Alternative Investments: J. C.

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