Member News

UMB Fund Services Grows Business Development Team

June 11, 2018

UMB Fund Services (UMBFS) announced it has hired three associates to join its business development team. Michelle Benner, Ana Burke and Jose Rincon join UMBFS as vice presidents, business development. They will focus on new business development for UMBFS’ array of services for the asset management industry which include fund accounting, administration, tax, investor services, transfer agency, custody* and distribution*.

In addition, UMBFS promoted Chanté Schultz to assistant vice president, business development. In her role, she will support the new business development efforts of the national sales team.

“We are committed to expanding our registered fund and alternative investment client base and are excited to have Ana, Jose and Michelle join our business development team as well as promote Chanté to support the team,” said Tony Fischer, executive director, national sales institutional banking and asset servicing at UMB Bank. “This will be the largest sales team we have had to date that is solely dedicated to promoting our unique value proposition across the industry.”

“UMB Fund Services has a unique reputation in the marketplace for a consultative approach and an ability to establish productive partnerships with fund clients. These new team members bring diverse expertise and experience that will enhance our ability to add value throughout our client relationships,” noted Fischer.

Benner has more than 29 years of experience in the financial services industry. Prior to her current role, she was a strategic account manager at Ascensus. Benner graduated from Bloomsburg University with a bachelor’s degree in sociology. She holds Series 7 and 63 licenses.

Burke has more than 20 years of experience in the financial services industry. She was previously managing director, product manager at Plia Systems Inc. Burke graduated from Utica College of Syracuse University with bachelor’s degrees in computer science and electronic crime investigation and computer security. She holds Series 7, 63 and 24 licenses.

Rincon has more than 12 years of experience in the financial services industry. Prior to his current role, he was director, business development, U.S. and Latin America at LeverPoint. Rincon graduated from the University of Florida with a bachelor’s degree in business administration and finance.

Schultz has nearly 20 years of experience in the banking and financial services industry. Before joining UMBFS, she spent four years in retail banking with a local bank. She graduated with a bachelor’s degree in professional communication management from Alverno College, in Milwaukee.

About UMB Fund Services

UMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including fund administration, fund accounting, tax, investor services and transfer agency, distribution* and custody.* It serves more than 200 clients with combined assets of more than $180 billion as of March 31, 2018. UMB Financial Corporation (Nasdaq: UMBF), the parent company of UMB Fund Services, is a financial services company headquartered in Kansas City, Mo., offering complete banking services, payment solutions and asset servicing. UMB operates banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas, as well as two national specialty-lending businesses. For more information, visit *Services provided by affiliates.