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My ProfileJames Martin2021-07-12T12:56:34-05:00

Ann Maurer

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.

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Ann Maurer

Email Address

UMBBlogAnnMaurer@gmail.com

First Name

Ann

Last Name

Maurer

Bio

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.

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