8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services

Bob Dorsey is the co-founder and Vice Chairman of Ultimus Fund Solutions. In this episode, Bob and I discuss:

• His backstory: from butcher markets to financial markets
• Why FinTech is a people business 
• How the root of solving problems doesn’t differ based on your industry
• How to keep a “people first” culture as you scale
• An important lesson he learned about complacency from an old TV commercial
• Advice for people who are contemplating an angel investment venture or private equity

More About Bob Dorsey

Bob has over 35 years of mutual fund industry experience. Prior to co-founding Ultimus in 1999, he was President of Countrywide Fund Services, Inc. (formerly MGF Service Corp.), a registered transfer agent and mutual fund service provider. Prior to Countrywide, Bob was the Assistant Controller and Tax Manager at Carlisle Enterprises, Inc. He began his career in the tax department of Arthur Andersen’s Cincinnati office. He is a graduate of Christian Brothers University and a Certified Public Accountant (Inactive).

Resources mentioned in this episode:

Book: On Fire: The 7 Choices to Ignite a Radically Inspired Life by John O’Leary

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Ops shouldn’t be.
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