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Jim Cass · Greater Philadelphia.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Jim Cass is Vice Chairman of Ultimus Fund Solutions, supporting strategic initiatives, client relationships and go-to-market execution. He previously served as President of Ultimus Private Fund Solutions, founded Hidden Crest and held senior leadership roles at SEI Investments. His experience spans registered and alternative investments.
Experience
Vice ChairmanCurrent
Ultimus Fund Solutions · Philadelphia, Pennsylvania, United States
Sep 2025 – Present
Founding Member
Hidden Crest LLC
May 2020 – Feb 2023
Alternative Investment Services Consulting
Education
- Thomas Jefferson University — Bachelor of Science (BS), Finance · 1986 – 1990
- Pennsbury High School
Skills
Hedge FundsAlternative InvestmentsAsset ManagementMutual FundsFixed IncomeEquitiesInvestmentsSecuritiesPortfolio ManagementSeries 7Private EquityFinancial ServicesAsset AllocationDerivativesFund Of FundsValuationBloombergFund AccountingCapital MarketsDue Diligence