Joe Bree

Joe Bree joined Ultimus in January 2021 as Senior Vice President, Business Development. In this role, Joe will focus on a collaborative, consultative approach to educating advisers on the comprehensive suite of services that Ultimus offers for registered commingled investment products.

Joe started his career as a mutual fund accountant in 1996 and has been focused primarily in the investment management industry with positions across the fund servicing spectrum including as Fund Accounting Team Leader, Fund Administration Manager, Financial Operations Principal, Director, Treasurer, CFO, and Senior Global Strategic Account Executive.

Joe received his BBA from the University of Wisconsin-Milwaukee in Accounting and is a licensed CPA.