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Tony Fischer

Tony Fischer
President, UMB Fund Services at UMB Fund Services

As president of UMB Fund Services, Tony is responsible for overall organizational leadership, strategic development, fiscal management and business development.

Before being named to his current position, he served as executive vice president / director of business development for UMB Fund Services.

Prior to joining UMB in 2008, Tony was managing director for Brandywine Asset Management, an alternative investment manager, where he was responsible for client service and sales. Prior to that, he held positions both at SEI Investments as a director of sales and at BISYS Fund Services as senior vice president overseeing sales and client service. Tony also served as president of the First Union Bank Evergreen Funds. In addition, he worked for Merrill Lynch, overseeing both domestic and offshore third-party fund operations. Tony started his career in mutual funds at Delaware Investments in Philadelphia, where over a 10-year period he held various management positions in accounting, transfer agent operations and distribution. 


Tony earned a bachelor’s degree in finance from the Wharton School of the University of Pennsylvania. He holds a FINRA Series 7 securities license and a Series 24 registered principal’s license.

company news
Tony Fischer, UMB Fund Services

Registered private funds offer greater leeway

Thu, 06/10/2016 - 10:58

Much is made of '40 Act alternative mutual funds but with their myriad investment restrictions and daily liquidity provisions, the lesser-known registered private fund could be a more compelling proposition for hedge fund managers. »

Joel Anderson

Driving straight-through processing within alternatives

Thu, 09/06/2016 - 11:41

Ever since the DTCC's Alternative Investment Product (AIP) Services initiative was introduced in 2008, the goal has been to replicate the success of the NSCC's Fund/SERV and Networking service for mutual funds and apply it to the alternative investment industry.  »

Chad Allen, Managing Director of Alternative Investments, UMB Fund Services.

Solutions to growing demand for access

Tue, 19/05/2015 - 11:00

“The major changes we see are in demands for access to data and demands for accuracy. Our clients want to see data more in real-time, anytime, anywhere. There is a lot more information that has to be managed and accuracy is required,” observes Bob Forsythe, IT Manager at UMB Fund Services.  »

Lonnie Macdonald, UMB Fund Services

Data warehousing the key to multiple technology conundrum

Mon, 08/10/2012 - 12:18

Interview with Lonnie Macdonald, UMB Fund Services – “I get RFPs from clients all the time for complete middle-office services,” comments Lonnie Macdonald, president of JD Clark & Company, the hedge fund administration arm of UMB Fund Services. “We need to be there to deliver them.” »

Lonnie Macdonald, executive vice president of business development for UMB Fund Services

Registered Fund Solutions and UMB Fund Services announce first-to-market registered hedge fund program

Thu, 16/06/2011 - 14:21

UMB Fund Services, JD Clark & Company, and Registered Fund Solutions, LLC, have announced the development of the first turnkey solution in the marketplace for launching and servicing registered hedge funds and funds of funds. »

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