Our Management

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  • Ian Martin
  • “We strive to continually improve our processes and services to benefit our clients and their shareholders.”– Ian Martin

    Ian Martin

    Senior Vice President

    Ian Martin is a nationally recognized expert on mutual fund processing, shareholder servicing, efficiency, and quality control, including ISO 9001:2008 certification. He has 27 years of industry experience, all within U.S. Bank, and leads the Transfer Agent department. Ian plays an integral role in strengthening client relationships, while also overseeing all critical processing partnerships including National Securities Clearing Corporation, DST, Envision Financial Systems, Sales Focus Solutions, and Broadridge Financial Solutions. Prior to joining Fund Services, Ian was vice president and group manager of Mutual Funds and Entitlement Services department for U.S. Bank, where he oversaw all aspects of mutual funds, asset file, pricing, income, proxies and corporate actions.

    Education

    Ian received his Bachelor of Business Administration degree from the University of Wisconsin Oshkosh. He is an active member in the Investment Company Institute’s Transfer Agent Advisory Committee and NICSA Midwest Committee. He is chairman of Trust for Adviser Portfolio (TAP) multiple series trust and also serves on the board of Fund Services.