Tracey Calderon

As a Senior Manager, Investor Services at Ultimus LeverPoint, Tracey Calderon is responsible for providing reporting services to institutional and middle-market clients and as well as working on the day-to-day operations for the clients.

Tracey joined Ultimus LeverPoint in December 2021 bringing with her 22 years of private fund/investor services experience. Prior to joining Ultimus LeverPoint, Tracey Calderon worked at Wayzata Investment Partners LLC where she held the position of Senior Paralegal, Compliance and Regulatory Services.

Tracey received her Bachelor’s degree in Organizational Management from Bethel College and her Paralegal Certification from the Minnesota Paralegal Institute.