Ultimus LeverPoint


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


Org chart

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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
Donald Colombo
SVP, Business Development
Todd Heim
VP, Relationship Management President, Ultimus Managers Trust

Board & advisors

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


Offices