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Ultimus LeverPoint

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

Industries

Finance, Professional Services

Headquarters

Clifton Park, United States

Employees

51-200

Links

Org chart

Gary Tenkman
CEO

Gary Tenkman

Collapse
James Cass
President, Ultimus LeverPoint
Evan Audette
EVP & COO, Private Fund Services
Heather Schwab
EVP, CHRO, SPHR
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
Bill Tomko
EVP & Head of Fund Servicing
Kevin Wolf
EVP & Head of Fund Administration & Product
Kelly Ramsey Gooch
EVP & Client Relationship Officer
Jacqueline Boggs
EVP
Nickolaus Darsch
Managing Director, Business Development
Joe Bree
SVP, Business Development
Andrew Jones
SVP, Business Development
Erin Whyman
SVP, Relationship Management
Joel Lieb
SVP, Relationship Management
Lori Shupak
SVP, Relationship Management
Shannon Thibeaux-Burgess
SVP, Relationship Management
Susan Hansen
SVP, Implementation & Client Services
Chris Cullison
SVP
Jessica Robertson
SVP
Vince Small
SVP
Richard Tyler
SVP
Marianne Motley
SVP, Quality Control
George Cornick
SVP
Mick Grunewald
SVP, Business Development
Corinne Weidner
SVP
Donald Colombo
SVP, Business Development
Timothy O’Donnell
Senior Vice President
JC
Jessica Chase
SVP, Relationship Management
SS
Steve Scaringe
SVP, Business Development
Todd Heim
VP, Relationship Management President, Ultimus Managers Trust
Matt Miller
VP, Relationship Management & President, Capitol Series Trust & Valued Advisers Trust
Natasha Derby
VP, Human Resources
Ryan Lowe
VP, Investor & Treasury Services
Bridget Reilly
VP, Management Company
MP
Magdalena Prorok
VP, Operations
AS
Angela Selzer
VP, Operations
Elizabeth Rodier
VP, Investor Services
Julie Wolters
VP, Operations
Michael McGrail
VP
Frank Rainville
VP
Derek Dvorak
VP
Samantha Rondinelli
VP
Michael McKiernan
VP
Alyssa Madden
VP
Jennifer Calabrese
Director
Joe Donlon
Vice President
Nick O’Connor
Director
LM
Lucas Markelon
Director

Teams

+35

Leadership Team

38 members

+23

Operations

26 members

+15

Client Management

18 members

+4

Business Development

7 members

+2

Finance and Accounting

5 members

Offices

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