Ann Maurer serves as product manager and secretary for the registered fund solutions platform, UMB Fund Services’ turnkey solution for starting and servicing unlisted closed-end funds, such as interval and tender-offer funds. Ann has worked with a variety of investment companies, including open-end funds, closed-end funds, registered funds of funds, hedge funds and REITs. Since joining UMB in 1996, Ann has worked in several capacities in client services, product management and the transfer agency. Ann has a bachelor’s degree in economics from the University of Wisconsin–Madison and an MBA from Cardinal Stritch University. She holds FINRA Series 6 and 26 securities licenses.
Matt is national mortgage sales manager at UMB and helps lead the team of mortgage loan originators and implement UMB's mortgage sales strategy. He received a Bachelor of Business Administration degree from Pittsburg State University and a Master of Business Administration degree from Webster University in St. Louis. He has more than 25 years of experience in the financial services industry.
Stephen DuMont is senior vice president and investment officer at UMB Bank, n.a. Capital Markets Division. He is responsible for working with institutional clients regarding interest rate risk management issues and fixed income portfolio strategies that support client asset-liability directives.
Winston Crowley is vice president at UMB Bank, n.a. Capital Markets Division. He covers the Colorado and western markets and is responsible for consulting institutional clients on the management of their fixed income portfolios.
Abdur is chief investment officer of UMB Family Wealth, a multi-family office service. He has more than 13 years of experience in the financial services industry. Prior to joining UMB Family Wealth, Abdur served as head of institutional multi-asset programs for Northern Trust Asset Management in Chicago. He is also an accomplished competitive wrestler who qualified for the World Team and he is a distinguished speaker in the financial services industry.
Abdur earned a master’s degree in financial mathematics from the University of Chicago and holds a PhD in physical chemistry from Ohio State University and a bachelor’s degree in chemistry from Iowa State University of Science and Technology.
As director of financial planning, Ben is responsible for the development, execution, and oversight of financial planning for UMB Private Wealth clients.
Ben has more than 18 years of experience in the financial services industry. Prior to joining UMB, Ben was vice president of financial planning at Waddell & Reed where he was responsible for leading the strategic initiatives focused on modernizing and enhancing the financial planning experience for the firm’s 900+ financial advisors and the clients they serve.
Ben attended University of Kansas, where he earned a bachelor's degree in business administration with an emphasis in finance. He currently serves on the board of directors for the Greater Kansas City Chapter of the Financial Planning Association. He holds Series 7, 24 and 66 licenses and is a Certified Financial Planner™.
