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

Finance

Professional Services

Ultimus LeverPoint

Ultimus LeverPoint's headquarters in Clifton Park, NY, United States

Gary Tenkman

Heather Schwab

Gary Harris

James Cass

Larry Popowitz

Kelly Ramsey Gooch

Richard Couch

Todd Heim

Bill Strait

Ian Martin

David James

Donald Colombo

Jason Stevens

Mark Seger

Tom DiEgidio

The Leadership Team at Ultimus LeverPoint drives strategic decision-making and operational excellence within the firm, overseeing key functions such as business development, fund servicing, and risk management. Comprising experienced executives, the team collaborates to enhance client relationships, optimize service delivery, and ensure regulatory compliance, positioning the firm as a leader in fund administration solutions. Their collective expertise fosters innovation and maintains a focus on growth and market responsiveness.

Leadership Team

The Operations team at Ultimus LeverPoint is responsible for overseeing the efficient delivery of fund administration services. This includes coordinating processes, ensuring compliance with regulatory standards, and implementing best practices to enhance operational performance. With a diverse group of experienced leaders, the team works collaboratively to support private fund services and continuously improve client satisfaction and service quality.

Operations

The Client Management team at Ultimus LeverPoint is responsible for fostering strong relationships with clients, ensuring their needs are met through personalized fund administration solutions. This team oversees client onboarding, ongoing support, and communication, while also collaborating with various departments to enhance service delivery and client satisfaction. Their efforts focus on maintaining long-term partnerships and driving client success within the firm's offerings.

Client Management

The Business Development team at Ultimus LeverPoint is responsible for driving growth and expanding the firm’s client base within the fund administration sector. They identify potential clients, build strategic partnerships, and create tailored solutions to meet the unique needs of private fund managers. Through market analysis and relationship management, this team enhances the firm’s visibility and competitiveness in the industry.

Business Development

The Finance and Accounting team at Ultimus LeverPoint is responsible for overseeing the company's financial health and ensuring accurate reporting. This includes managing tax compliance, implementing and optimizing accounting systems, and providing comprehensive fund accounting services. The team plays a critical role in supporting the firm's operational effectiveness and strategic financial decisions.

Ultimus LeverPoint

Org chart

Board & advisors

Teams

Leadership Team

Operations

Client Management

Business Development

Finance and Accounting

Offices

Ultimus LeverPoint

Org chart

Board & advisors

Teams

Leadership Team

Operations

Client Management

Business Development

Finance and Accounting

Offices

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