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14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management

Billion Dollar Backstory

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The Challenges of Scaling and Growing an Asset Management Firm

I just hit my nine year anniversary with Ultimis. Congrats. So what has that been like? Because you have made a couple key acquisitions along the way, other firms that have merged intoUltimis. What was that process like? Was it still kind of that people first mentality? How did those kind of play out or what were the lessons maybe there?

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