The Operations team at Ultimus LeverPoint is responsible for overseeing the efficient delivery of fund administration services. This includes coordinating processes, ensuring compliance with regulatory standards, and implementing best practices to enhance operational performance. With a diverse group of experienced leaders, the team works collaboratively to support private fund services and continuously improve client satisfaction and service quality.
Bill Strait
EVP & General Counsel
Bill Tomko
EVP & Head of Fund Servicing
Chris Cullison
SVP
David James
EVP & Chief Legal & Risk Offic...
Evan Audette
EVP & COO, Private Fund Servic...
Ian Martin
EVP & Chief Administrative Off...
Jason Stevens
EVP & CTO
Jennifer Millenbaugh
VP & Senior Implementation Man...
Kevin Wolf
EVP & Head of Fund Administrat...
Michael Prendergast
SVP & ETF Senior Product Speci...
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