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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

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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
Aimee Smith
Senior Human Resources Business Partner
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
Sean McLean
SVP, Retail Alternatives Fund Accounting
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
Michael Prendergast
SVP & ETF Senior Product Specialist
Paul Wahmann
SVP & Head of Middle Office 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
Lisa Householder
VP, Relationship Management
Larie Lydick
VP, ETFs & Mutual Fund Services
Matt Miller
VP, Relationship Management & President, Capitol Series Trust & Valued Advisers Trust
Keri Reed
VP, Relationship Management
GZ
Gail Zess
VP, Relationship Management
Jennifer Millenbaugh
VP & Senior Implementation Manager
Natasha Derby
VP, Human Resources
Ryan Lowe
VP, Investor & Treasury Services
Doug Rotondi
VP, Tax
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
Jordan Fletcher
VP, Relationship Management
Derek Dvorak
VP
Samantha Rondinelli
VP
Michael McKiernan
VP
Alyssa Madden
VP
Doug Boyer
VP, Accounting Systems & Reporting
Daniel Di Sorbo
Director - Treasury Operations
Jennifer Calabrese
Director
Joe Donlon
Vice President
Nick O’Connor
Director
LM
Lucas Markelon
Director
Christine Sarver
Senior Manager, Investor Services
Tracey Calderon
Senior Manager, Investor Services
Ingrid Begonia
Senior Manager
David Johnston
Senior Manager
Allyson Rampe
Senior Manager
Keith Hartmann
Senior Manager
Brad Zabel
Senior Manager
RR
Raquel Richards
Senior Manager
Donlee Kessler
Senior Manager
NJ
Nick Jaep
Senior Manager
Nathan Moldenhauer
Senior Manager

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

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