Karen Jacoppo-Wood - Email & Phone Number

Senior Vice President and Associate General Counsel at Ultimus Fund Solutions, Llc

Karen Jacoppo-Wood is based out of Greater Boston and works at Ultimus Fund Solutions, Llc as Senior Vice President and Associate General Counsel.

Karen Jacoppo-Wood's Contact Information

Karen Jacoppo-Wood's Work email

k*****@ultimu***.com

Valid

Latest update

October 28, 2025

Location

Greater Boston

Karen's current employer

Ultimus Fund Solutions, Llc

Description

Portfolio administration & accounting, modern investor servicing tools, comprehensive compliance programs, Tax, auditing & distribution s...

Website

ultimusfundsolutions.com

HQ Location

Cincinnati, OH, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Ultimus Fund Solutions, Llc

Frequent questions about Karen Jacoppo-Wood

What company is Karen Jacoppo-Wood working for?

Karen Jacoppo-Wood works for Ultimus Fund Solutions, Llc.

What is Karen Jacoppo-Wood's function at Ultimus Fund Solutions, Llc?

Karen Jacoppo-Wood is Senior Vice President and Associate General Counsel at Ultimus Fund Solutions, Llc.

Where is Karen Jacoppo-Wood based?

Karen Jacoppo-Wood is based out of Greater Boston.

What is Karen Jacoppo-Wood's work email address?

Karen Jacoppo-Wood's professional email address is k*****@ultimu***.com

Who are Karen Jacoppo-Wood's co-workers?

Karen Jacoppo-Wood's colleagues are Dave Carson, Martin Dean, Gary Tenkman, Bob Dorsey, Mark Seger, David Felcyn, Leo Payne, Susan Bateman, Jordan Fletcher, Michael Neborak, David James, Jake Schallhorn, Frank Newbauer, Andrew Jones, Marina Gulyan, Donna Tillery, Sean McLean, Kristen Heilmann, Keri Reed, Heather Schwab, Mick Grunewald, Wendy Wang, Christine Casares, Nicole Tichota, Bill Tomko, Marsha Jones, Evan Audette, George Andrews, Todd Heim, Douglas Jones, Gary Harris, Zak Richmond, Jon Bruck, Gary Danahy, James McGuire.

Karen's co-workers

Dave Carson

SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust

Vice Chairman, Co-Founder at Ultimus Fund Solutions

Mark Seger

Vice Chairman, Co-Founder

David Felcyn

Senior Vice President - TA Technology

Leo Payne

Vice President, Tax Services

Susan Bateman

Assistant Vice President

Jordan Fletcher

VP, Relationship Management

Michael Neborak

Executive Vice President - Chief Financial Officer

David James

Executive Vice President and Chief Legal and Risk Officer

Jake Schallhorn

SVP, Fund Accounting

Frank Newbauer

Assistant Vice President - Fund Attorney

Andrew Jones

Senior Vice President

Marina Gulyan

AVP, Fund Administration Manager

Donna Tillery

Vice President

Sean McLean

SVP, Retail Alts Fund Services

Kristen Heilmann

AVP Distribution Services

Keri Reed

VICE PRESIDENT/RELATIONSHIP MANAGER, INVESTOR SERVICES

Heather Schwab

Executive Vice President and Chief Human Resource Officer

Mick Grunewald

SVP

Wendy Wang

Senior Vice President, Director of Tax & Compliance Administration

Christine Casares

Vice President - Tax Administration

Nicole Tichota

Senior Vice President Transfer Agent

Bill Tomko

Executive Vice President

Marsha Jones

AVP, Dealer Services Production Support

Evan Audette

EVP, Chief Operating Officer Ultimus LeverPoint

George Andrews

Vice President, Transfer Agent Systems

Todd Heim

VP, Relationship Management Director

Douglas Jones

VP, Director of Broker Services

Gary Harris

Executive Vice President, Business Development

Zak Richmond

VP, Director of Financial Administration

Jon Bruck

AVP, Investment Accounting Manager

Gary Danahy

VP, Assistant Chief Compliance Officer at Ultimus Fund Solutions

James McGuire

AVP, Relationship Management and Client Services

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.