Jordan Fletcher

VP, Relationship Management at Ultimus LeverPoint

As a Vice President of Relationship Management for Ultimus Fund Solutions, Jordan Fletcher is responsible for developing client relationships by working closely with clients and the service teams. Her goal is to ensure clients, no matter their size, receive top tier service

Jordan has been in the financial services industry on both the advisor and service provider side since 2009. Prior to joining Ultimus in 2022, Jordan served as Chief Operating Officer for TrueMark Investments, a startup ETF issuer, where she oversaw the firm’s operations and logistics including all initiatives related to the registration, administration, distribution, and custody. Over the course of her career, she also held various operations and client service positions at U.S. Bancorp Fund Services, most recently as Relationship manager. She has vast industry knowledge and in-depth experience with open-end, closed-end funds and ETFs.

Jordan earned her bachelor’s degree in Business Administration, Marketing, from Missouri Western State University.

Timeline

  • VP, Relationship Management

    Current role