Ultimus LeverPoint

86 people · 0 jobs
‌

Ultimus LeverPoint is an accounting firm that offers fund administration solutions.


Org chart

Collapse
James Cass
President, Ultimus LeverPoint
Jason Stevens
EVP & CTO
Richard Couch
EVP & Chief Financial Officer
Ian Martin
EVP & Chief Administrative Officer
David James
EVP & Chief Legal & Risk Officer
Bill Strait
EVP & General Counsel
Gary Harris
EVP & Head of Sales
Kelly Ramsey Gooch
EVP & Client Relationship Officer
Nickolaus Darsch
Managing Director, Business Development
Mick Grunewald
SVP, Business Development
Donald Colombo
SVP, Business Development
Steve Scaringe
SVP, Business Development
Todd Heim
VP, Relationship Management President, Ultimus Managers Trust
Joe Donlon
Vice President
Bill Tomko
EVP & Head of Fund Servicing

Board & advisors

Mark Seger
Vice Chairman & Co-Founder
Tom DiEgidio
Senior Advisor, Ultimus LeverPoint


Offices