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UMB Financial Corporation
UMB Financial Corporation is an SEC-registered investment adviser in Kansas City, MO, registered since 2004. The firm manages $5 million in regulatory assets.
Overview
UMB Financial Corporation is an SEC-registered investment adviser in Kansas City, MO, registered since 2004. The firm manages $5 million in regulatory assets. It has 55 employees and 54 registered investment advisers.
General information
Year founded
1913
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
Kansas City, MO, United States
Additional offices
Wexford, PA · New York, NY · Indianapolis, IN
Principals
Jim Rine
President and Chief Executive Officer
Scott Wing
Executive Vice President and Chief Financial Officer
Sector focus
Frequently asked questions
Who manages investment decisions at UMB?
UMB's investment decisions are managed by the bank's executive team and professional portfolio managers. Jim Rine is President and CEO; Scott Wing is CFO. The wealth management division is led by senior trust officers who allocate assets across fixed income, equities, and private credit. The bank's board of directors provides oversight for fiduciary accounts.
Where does UMB provide geographic coverage?
UMB operates primarily in the US Midwest, with offices in Kansas City (HQ), Wexford, Pennsylvania, New York City, and Indianapolis. The bank serves clients across 10 states through its regional banking franchise. In 2023, it expanded into Minneapolis via acquisition.
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