Paul Wahmann

SVP & Head of Middle Office Services at Ultimus LeverPoint

Paul is responsible for the commercial execution of Middle Office Service products at Ultimus, including technology-driven product development and service model expansion aligned with the core strategic products within Ultimus’ fund services business.

Prior to joining Ultimus, Paul was a Senior Vice President and Global Product Executive at Brown Brothers Harriman & Co, responsible for Investment Operations products for Asset Managers. In this role, Paul led strategic initiatives to develop middle office product strategy and operating infrastructure, including trade management, collateral management, corporate actions, investment accounting and performance measurement services over the course of his career.

With more than twenty-five years of financial services experience, Paul is a seasoned operations leader with a proven track record of executing operational strategy and transformation, client service, resource capital management and consistency in meeting financial objectives in both U.S. and European assignments.

Paul is a graduate of Drexel University. He joined Ultimus in 2022 and has been in the financial services industry since 1992.

Timeline

  • SVP & Head of Middle Office Services

    Current role