At Ultimus LeverPoint, client satisfaction drives our dedication. When you choose us as your Fund Administrator, you’re not receiving one account manager; you are assigned a dedicated team that works tirelessly to serve you. Each team is overseen by an experienced, knowledgeable and trustworthy team manager. We also provide a direct line to each team member, whom clients can contact for any inquiry, big or small. Let us introduce you…
Executive Team
Gary Tenkman
CEO, Ultimus
Chief Executive Officer, Ultimus
As Chief Executive Officer, Gary is responsible for providing strategic leadership to the company, then oversees the implementation and progress of those plans. In his role, Gary works closely with the executive management team to ensure the operational delivery of Ultimus’ client centric services and solutions.
Prior to joining Ultimus, Gary was head of North American Operations at another large fund service provider where he was responsible for service delivery for all clients in the region. During his 16 years there, he had increasing responsibilities in several different leadership positions including areas such as alternative investment fund services, European fund services, and U.S. fund services. He is an experienced leader in the fund services industry responsible for growing businesses, leading teams, operating model design and implementation, product development, relationship management and regulator interaction. Prior to that, Gary was an Audit Manager at Ernst & Young responsible for the investment management practice in the Ohio Valley area.
Gary is a graduate of the University of Cincinnati and is a Certified Public Accountant (Inactive). He joined Ultimus in 2014 and has been in the financial services industry since 1990.
David MacPhee
CEO, Ultimus LeverPoint
Chief Executive Officer, Ultimus LeverPoint
+1 518 373 5530
dmacphee@ultimusleverpoint.com
As CEO of Ultimus LeverPoint, David oversees all financial, service and administrative systems for the Private Fund Administration side of the business. David has a long and varied career in financial management, including roles as Vice President of Finance & Operations at the Ayco Company, a wholly owned subsidiary of Goldman Sachs and as Vice President of Finance & Controller and Vice President of Strategic Planning at KB Toys.
In addition, David’s work experience includes financial roles in public accounting with Coopers & Lybrand (now Pricewaterhouse Coopers) and Namic Corporation and several years working in foreign currency options with Noonan, Astley and Pearce. During his career, David has also co-founded Finning Builders, LLC, a real estate development company and Central Block, LLC, an investment company whose primary purpose is to acquire, hold and manage investments.
A Certified Public Accountant since 1995, David holds a Bachelor’s degree in Business and Economics from Lafayette College and Master’s degree in Business Administration from Union College.
Evan Audette
EVP, COO
Executive Vice President & COO
+1 847 385 2204
eaudette@ultimusfundsolutions.com
As Executive Vice President & COO, Evan oversees the day to day operations of the Ultimus LeverPoint Private Fund Solutions group. He also works closely with the management team on strategic initiatives and provides technical accounting guidance to the fund accounting team.
Evan co-founded Woodfield Fund Administration, LLC in 2005. He was instrumental in growing Woodfield from a start-up firm with three employees to a widely recognized private fund administration firm.
Prior to co-founding Woodfield in 2005, Evan served as Chief Financial Officer of a registered investment adviser which managed four hedge fund of funds. Prior to that, he was an Audit Manager at Ernst & Young in Dallas, where he was responsible for the oversight of the annual audits of more than forty private fund clients.
Evan is a graduate of the University of St. Thomas and is a Certified Public Accountant in Illinois and California (Inactive). He has been in the financial services industry since 1994.
Kelly R. Gooch
EVP, CRO
EVP, Client Relationship Officer
kgooch@ultimusleverpoint.com
As EVP, Client Relationship Officer for Ultimus LeverPoint, Kelly Ramsey Gooch is responsible for developing relationship management strategy for Ultimus LeverPoint’s private fund business and leading day-to-day relationship management efforts for our clients.
Kelly joined Ultimus LeverPoint in October 2020 bringing with her 25 years of experience in client-facing roles within the registered and private fund administration business. Prior to joining Ultimus LeverPoint, Kelly worked for a global financial services business and was focused on developing and maintaining satisfaction for a substantial portfolio of strategic alternative asset management clients. In addition to relationship management, Kelly’s experience includes fund administration, operations management, investor services, project management, business development, and client implementations.
Kelly received her Bachelor’s degree in Accounting from Ramapo College of New Jersey and her Masters of Science degree in Leadership from Duquesne University. She is currently pursuing her Doctorate in Strategic Leadership.
Krista McCoy
EVP, CBDO
EVP, Chief Business Development Officer
+1 518 373 5509
kmccoy@ultimusleverpoint.com
As EVP, Chief Business Development Officer at Ultimus LeverPoint, Krista currently oversees all Business Development and Marketing initiatives across Ultimus LeverPoint. She has a comprehensive knowledge of all matters relating to the organization with a specific focus toward identifying new clients and driving business growth. Krista also works in tandem with the CEO and COO on the daily operations of Ultimus LeverPoint, working to create business development plans and implement processes to support business growth and customer satisfaction.
Krista has over 20 years of experience servicing the financial and accounting industries, and continues to work directly with many Fund Managers on both the Private Equity and related Management Companies teams.
Krista joined The Ayco Company in 2000 as the Director of Business Management, where she was part of the preexisting team that was spun out of The Ayco Company L.P., a Goldman Sachs subsidiary, to form Ultimus LeverPoint in 2007. Krista has worked diligently to grow Ultimus LeverPoint’s extensive client base, as well as building the foundation for expectations for Fund Administrators.
Krista is a Certified Public Accountant, and earned her Bachelor’s degree in Business Administration with a major in Accounting from Siena College in New York.
Gary Harris
EVP, Head of Sales
EVP, Head of Sales
As Executive Vice President, Head of Sales, Gary is responsible for developing the sales and market strategy across the organization and managing the execution of that strategy across the various market segments for the entire suite of Ultimus solutions.
Prior to joining Ultimus, Gary was Senior Vice President and National Sales director at two other large fund service providers where he was responsible for developing and managing their business development efforts. With over 30 years of experience in the asset servicing industry, Gary has consistently developed and managed sales teams focused on delivering outsourced front, middle and back office solutions across both traditional and alternative asset management firms.
Gary is a graduate of Youngstown State University. He joined Ultimus in 2019 and has been in the financial services industry since 1990.
Michael Neborak
EVP, CFO
EVP, Chief Financial Officer
As Executive Vice President, Chief Financial Officer (CFO), Michael is responsible for managing the organization’s financial operations, overseeing capital allocation and capital markets activities, driving cash flow performance, managing relationships with investors, debt holders and rating agencies, assessing risks and opportunities, and leading teams from both finance and corporate accounting.
With a tenure of more than 30 years in the financial services industry, he brings a wealth of relevant financial, operational and strategic experience to Ultimus including capital raising, mergers and acquisitions, and finance transformation. Michael joined Ultimus in 2020 and currently works in the Hauppauge, New York office.
He previously served in many executive and CFO roles throughout his career including with First Data Corporation, Willis Group Holdings plc, MSCI Inc., and Citigroup Alternative Investments. He also worked at Solomon Smith Barney in the Investment Banking Division in increasing roles of responsibility, and began his career at Arthur Andersen & Co.
Michael earned his bachelor’s degree in Economics from Lafayette College and an MBA from New York University.
Heather Schwab
EVP, CHRO, SPHR
EVP, Chief Human Resources Officer, SPHR
As EVP, Chief Human Resources Officer, Heather is responsible for all strategic and operational HR functions across all business lines. As a member of the executive management team, she works closely with the leadership group to align and strengthen the link between people and strategy.
Prior to joining Ultimus, Heather gained extensive experience working in various positions of increasing responsibility at rapid growth portfolio companies in the IT, Apparel and HR specialty industries. This broad spectrum of past employment brings the perspectives and exposure necessary to facilitate developing leaders and empowering employees.
Heather is a graduate of Miami University in Oxford, Ohio and holds her Senior Professional Human Resources certification. She is also a graduate of Leadership Cincinnati and is avidly involved in the community. In her personal time, Heather enjoys reading and spending time with her husband and three young children.
Jason Stevens
EVP, CTO
EVP, Chief Technology Officer
Jason is responsible for overseeing technology at Ultimus, including infrastructure, security, application development and data.
Prior to joining Ultimus, Jason was the head of a large service provider’s global securities and fund services application development and support team. There he managed a group of over 50 technology professionals supporting technology solutions for multiple global business lines including fund services, middle office, hedge and private equity fund services. Jason held numerous other roles of increasing responsibility in both fund accounting and information technology during his career at several large service providers in the financial services industry.
Jason received a B.S. in Finance from Bryant University in Providence, Rhode Island and his MBA from Boston University. He has extensive experience in fund servicing, both in operations and technology. Jason joined Ultimus in August 2015 and has been in the financial services industry since 1999.
Senior Management Team
Brad Aperance, CPA
Vice President
Vice President
+1 518 373 5539
baperance@ultimusleverpoint.com
As vice president, Brad oversees fund teams responsible for reporting services and day-to-day operations for our private equity clients. He has over 12 years of fund accounting and financial reporting experience in the private equity industry and has extensive knowledge of buyout funds, fund of funds, general partnerships, and multi-tiered fund structures.
Prior to joining Ultimus LeverPoint in June 2008 Brad worked at SaxBST, a regional accounting firm. In his role there he provided auditing and assurance services to several public companies and government agencies.
Brad holds a Bachelor’s degree in Accounting from the State University of New York at Geneseo and is a Certified Public Accountant in the state of New York.
In his free time Brad enjoys traveling and watching the Packers.
Chris Cullison
Senior Vice President
Chris Cullison
Senior Vice President
As a Senior Vice President, Christopher is responsible for providing reporting services to Private Equity, Hedge and Middle Office as well as working on the day-to-day operations for our clients.
Christopher joined Ultimus LeverPoint in January 2019, bringing with him 23 years of accounting and administrative services experience. Prior to joining Ultimus LeverPoint, Christopher worked at SS&C where he was a Vice President in both the Hedge Fund Services and Private Equity Administration departments overseeing several large client relationships.
Christopher received his Bachelor’s degree in Finance from Mount Union University.
Outside the office, Christopher enjoys the outdoors, canoeing and spending time with family and friends.
Natasha Derby
Assistant Vice President
Assistant Vice President, Human Resources
+1 518 373 5512
nderby@ultimusleverpoint.com
As the Assistant Vice President, Human Resources, Natasha oversees the Private Fund Solutions Human Resources and Administrative Team, working closely with Executive Vice President and Chief Human Resources Officer. She joined Ultimus LeverPoint in 2013, bringing with her extensive experience in recruitment, training, benefits administration, performance management, employee relations and compliance.
Prior to joining Ultimus LeverPoint, Natasha gained extensive experience working in various positions of increasing responsibility in Distribution and Non-Profit. Natasha holds a Master’s degree in Business Administration with a concentration in Human Resources from The College of Saint Rose.
She received her Certified Professional in Human Resources (PHR) certification from the Society for HR Management in 2011 and is a current participant in the Capital Region Human Resource Association Leadership Program for the 2019 – 2020 program year.
In her personal time, Natasha enjoys spending time with her family kayaking, boating and traveling.
Michael McGrail
Vice President
Director – Fund Team
+1 518 373 5521
mmcgrail@Ultimusleverpoint.com
In his current role as a Director, Michael is responsible for financial reporting services to private equity funds, as well as working on day-to-day operations for our clients. Michael joined the Ultimus LeverPoint team in 2007 as an Staff Accountant, to which his role grew as the company evolved.
Michael received his Bachelor’s degree in Accounting from Siena College, and received his Masters with a concentration in Business Administration from the State University of New York at Albany.
In his free time Michael enjoys playing sports and watching his favorite teams. He also has a love for cars, specifically Corvettes.
Frank Rainville
Vice President
Director of Finance
+1 518 631 8833
frainville@ultimusleverpoint.com
As the Director of Finance, Frank currently oversees Ultimus LeverPoint’s internal corporate finance department, and works closely with the ULP and UPFS leadership teams. He brings over 20 years of experience in corporate finance, planning and business operations.
Prior to joining Ultimus LeverPoint in 2018, Frank served for 10 years as CFO of Value Source International, a toy wholesale company. He previously held roles as Vice President of Merchandise Planning and Director of Finance during his 12 years at KB Toys, Inc.
Frank holds a Bachelor’s Degree in Management with a concentration in Accounting from Rensselaer Polytechnic Institute.
In his free time, Frank enjoys spending time with his family, coaching and officiating youth basketball, listening to Pearl Jam and following his favorite sports team, the Dallas Cowboys.
Jessica Robertson
Senior Vice President
Vice President
+1 518 631 8020
jrobertson@ultimusleverpoint.com
As Vice President, Jessica is responsible for directing multiple teams on all aspects of Ultimus LeverPoint’s fund accounting and administration services, and developing organizational strategies among the teams. Jessica joined Ultimus LeverPoint in April 2016 as a Senior Manager, bringing with her extensive experience from the audit industry.
Prior to joining Ultimus LeverPoint, Jessica worked in New York City within the Real Estate Assurance Group at Ernst & Young. She worked with the group for approximately seven years as lead engagement manager working on Real Estate funds and public REIT clients.
Jessica holds a bachelor’s degree in Accounting from the University at Albany. She is a Certified Public Accountant in the State of New York.
Jessica enjoys traveling, playing tennis, and spending time with family and friends.
Donna Tillery
Vice President
Donna Tillery
Vice President
As Vice President Donna oversees all aspects of fund accounting, reporting and investor services for Ultimus LeverPoint’s Denver office clients. She works closely with senior management and clients to ensure delivery of high touch and best in class service from implementation to every day. Donna joined Ultimus LeverPoint in 2018.
Prior to joining Ultimus LeverPoint, Donna was a Vice President at Woodfield Fund Administration. She has 19 years of experience in financial services roles including over 12 years as a founding member and finance and compliance executive for two private equity firms. She has expertise in launching new private funds and in all aspects of Fund, General Partner and Management Company finance, accounting, compliance and operations management.
Donna earned a BS Finance and MS Finance from the University of Utah.
Richard Tyler, EA
Senior Vice President
Senior Vice President
+1 518 373 5541
rtyler@ultimusleverpoint.com
As the Senior Vice President of Ultimus LeverPoint, Rick oversees the Tax Services Group, providing tax services to private equity and venture capital firms, and works on day-to-day operations for our clients.
Rick joined Ultimus LeverPoint in 2008, and has over 25 years of tax experience, including over 10 years of public accounting, primarily with Arthur Andersen in Washington, D.C. where he sat as a Senior Manager and PricewaterhouseCoopers where he sat as a Tax Director. Rick’s financial services experience also includes advising public and private corporations and closely held entities in Washington, D.C. for a number of years, providing tax services, due diligence, M&A, general consulting and compliance to a large private equity/venture capital conglomerate.
Prior to his public accounting years, Rick was with General Electric Company for nearly 10 years starting out in Corporate Finance and moving into Corporate Tax. Rick was selected to go through a number of GE’s young leadership and management training programs.
Rick currently holds an EA license and has a Bachelor’s degree in Accounting from Siena College.
Relationship Management Team
Andrew Jones
Senior Vice President and
Director of Client Services
Senior Vice President and Director of Client Services
Andrew Jones is the Senior Vice President and Director of Client Services for Ultimus LeverPoint Private Fund Solutions. He joined Ultimus in April 2018, and is responsible for overseeing the promotion and sales for private fund services. Andrew works closely with the executive team to provide a client-focused approach and collaborates with other industry professionals to provide a diverse network of solutions for Ultimus clients. He works in the Chicago, Illinois office.
Before joining Ultimus, Andrew worked as Senior Vice President at Woodfield Fund Administration, LLC, where he was responsible for the development of new business, marketing, client relations, and implementations. He also served as head of Investor Services, overseeing the day-to-day operational functions for hedge funds, private equity, venture capital, real estate, and other clients.
Andrew earned a bachelor’s degree in Business, Management, and Marketing from the University of Iowa, and has been working in the financial services industry since 2007.
Britt Averett
Private Funds
Relationship Manager
Private Funds Relationship Manager
Britt Averett is the Private Funds Relationship Manager for Ultimus LeverPoint Private Funds Solutions. She is responsible for maintaining key client relationships under the Private Fund Services umbrella, and for directly servicing Hedge and Alternative Funds. Britt has worked on the Adviser Services, Relationship Management team for the Gemini Companies (now Ultimus) for 10 years, and currently works in the Hauppauge, New York office.
Before her current role, Britt served as Assistant Vice President for Ivy Asset Management in the Client Development department for more than 10 years. While there, she was responsible for maintaining high net worth individual clients and for supporting RIA offices in the Fund of Hedge Fund space.
She earned her bachelor’s degree in Paralegal Studies from St. John’s University in Queens, New York, and has been working in the financial services industry for almost 25 years.
Management Team
Josh Bitter
Director, IT Services
Lead Security Architect
+1 518 373 5540
jbitter@ultimusleverpoint.com
Josh is currently the Director, IT Services at Ultimus LeverPoint, and has been with the firm since 2011 when he joined, bringing with him 14 years of IT experience. As the Director, Josh focuses on upgrading the firms network infrastructure and leads driving the enhancement of information security, disaster recovery, and incident response plan initiatives.
Prior to Ultimus LeverPoint, Josh worked at PricewaterhouseCoopers for a period of 14 years, where he was responsible for the administration of all IT duties, including support to two local offices, as well as a remote office in western New York. Josh holds a Bachelor’s degree in Computer Information Systems from Plymouth State University.
When not at work, Josh likes to spend as much time outside as possible, whether it is mowing the lawn, or exploring one of the nearby lakes with his family on their boat.
Robert Brown
Manager
Manager, Fund Team – Venture Capital
+1 518 373 5555
rbrown@ultimusleverpoint.com
As a Venture Team Manager, Rob is responsible for providing reporting services to Venture Capital clients as well as working on the day-to-day operations for our clients.
Rob joined LeverPoint in December 2015, bringing with him two years of accounting experience. Prior to joining LeverPoint, Rob worked at SaxBST where he provided valuation and forensic accounting services.
Rob received his Bachelor’s and Master’s degrees in Accounting from The College of Saint Rose. Rob also earned his NYS CPA license in June 2015.
Outside the office, Rob enjoys reading, watching baseball, and spending time with his wife Emily and daughter Katherine.
Jennifer Calabrese, CPA
Senior Manager
Senior Manager – Management Company
+1 518 373 5520
jcalabrese@ultimusleverpoint.com
As Senior Manager, Jennifer is responsible for providing reporting services to LeverPoint’s Management Company clients as well as working on the day-to-day operations for our clients.
Jennifer joined LeverPoint in February 2019, bringing with her extensive experience from the public accounting industry. Prior to joining LeverPoint, Jennifer worked as a Senior Manager in the audit department of Baker Tilly Virchow Krause LLP in Long Island and Manhattan for over 13 years.
Jennifer received her Bachelor’s degree in Accounting from the State University of New York at Geneseo. She is a Certified Public Accountant in the State of New York.
Outside the office, Jennifer enjoys traveling and spending time with friends, family, and her dogs.
Ted Cervini, CPA
Senior Manager
Senior Manager – Fund Team
+1 518 373 5534
tcervini@ultimusleverpoint.com
As a Senior Manager, Ted is responsible for providing reporting services to private equity funds, and works on the day-to-day operations for our clients. Ted joined LeverPoint in October 2012 and has experience in many areas of private equity, including various buyout, real estate, and co-investment fund structures.
Prior to joining LeverPoint, Ted worked at an Albany based CPA firm and focused primarily on Governmental and Not-for-Profit audits.
Ted received both his Bachelor’s and Master’s degree in Accounting from Siena College. Ted is a Certified Public Accountant in the State of New York and a member of the American Institute of Certified Public Accountants (AICPA).
Outside of the office, Ted, an avid New York Yankees fan, enjoys spending time with his wife, kids, and two dogs (golden retriever and boxer). He also enjoys carpentry of rustic household furniture.
Dan Di Sorbo, CTP
Manager
Manager – Treasury
+1 518 831 2477
ddisorbo@ultimusleverpoint.com
As the Treasury Manager, Daniel is responsible for providing treasury and compliance services for Ultimus LeverPoint Fund teams and their clients, as well as working on the day-to-day client banking operations. Through relationships with 20+ banks, Daniel’s team supports the account signatory, online banking user maintenance and independent transaction review functions.
Daniel joined Ultimus LeverPoint in September 2014, bringing with him 10+ years of banking and accounting experience. Prior to joining Ultimus LeverPoint, Daniel worked at Golub/Price Chopper Employees Federal Credit Union where he headed the Loan Office and Member Services.
Daniel received his Bachelor’s degree in Business Technical Management with Accounting from DeVry University. Daniel is a Certified Treasury Professional and maintains membership with the Association for Financial Professionals.
Outside the office, Daniel enjoys reading, cheering his favorite soccer team, Tottenham, and spending time with his family and Australian Shephard.
Joe Donlon, CPA
Senior Manager
Senior Manager – Fund Team, Venture Capital
+1 518 373 5558
jdonlon@ultimusleverpoint.com
As Senior Manager, Joe is responsible for providing reporting services to venture capital funds, and also maintains the day-to-day operations for each of his clients. Joe has been with Ultimus LeverPoint since June 2013, to which his role grew as the company evolved.
Prior to joining Ultimus LeverPoint, Joe previous experience comes from Brunner, Blackstone & Associates, PC in Cranberry Township, Pennsylvania.
Joe received his Bachelor’s degree from the State University of New York at Albany, and is a Certified Public Accountant.
Will Edwards
Manager
Manager
wedwards@ultimusleverpoint.com
As a Venture Team Manager, Will is responsible for providing reporting services to Venture Capital clients and as well as working on the day-to-day operations for our clients.
Will joined Ultimus LeverPoint in October 2020, bringing with him seven years of accounting experience. Prior to joining LeverPoint, Will worked at SS&C Financial Services where he provided reporting services for alternative investment funds.
Will received his Bachelor’s degree in History from Rice University, and Master’s degree in Finance from the University of Colorado.
Outside the office, Will enjoys playing the piano, hiking, and spending time with his family.
Hisham Hamdy
Manager
Manager – Fund Team
+1 617 433 2428
hhamdy@Ultimusleverpoint.com
As a Fund Team Manager, Hisham is responsible for providing reporting services to Private Equity clients and as well as working on the day-to-day operations for our clients in the Boston, Massachusetts Office. Hisham joined Ultimus LeverPoint in May 2019, bringing with him six years of accounting experience.
Prior to joining Ultimus LeverPoint, Hisham worked at State Street where he provided Fund Administration Services & Accounting to Private Equity Clients with a strong focus in mezzanine debt investments.
Hisham received his Bachelor’s degree in Finance from the University of Pittsburgh.
Outside the office, Hisham enjoys traveling, spending time with family & friends, and rooting for all Boston sports teams
Eric Holm
Manager
Manager, Fund Team
+1 518 373 5505
eholm@Ultimusleverpoint.com
As Manager, Eric is responsible for providing reporting services to private equity funds, and also maintains the day-to-day operations for each of his clients. Eric has been with Ultimus LeverPoint since July 2012, to which his role grew as the company evolved.
Prior to joining Ultimus LeverPoint, Eric worked with Miller Financial Services in Binghamton, New York as an Accounting Assistant.
He received both his Bachelor and Master’s degrees in Accounting from Binghamton University.
Feifei Huang
Manager
Manager – Fund Team
+1 518 631 8852
fhuang@Ultimusleverpoint.com
As Fund Team Manager, Feifei is responsible for providing reporting services to Private Equity Funds, and works on the day-to-day operations for our clients. She joined Ultimus LeverPoint in April 2018.
Prior to joining Ultimus LeverPoint she worked as the Senior Controller at Albany Molecular Research where she lead and managed the companies global reporting processes, initiatives and policies – including special initiatives related to accounting activities and process and system enhancements worldwide. Feifei also has extensive knowledge from the audit industry working for multiple audit firms, including Big Four firms.
Feifei received her Bachelor’s degree in Business Administration, with a Concentration in Finance, as well as a Bachelor’s degree in Accounting from Ithaca College.
Melissa Ientile
Manager
Manager, Investor Services
+1 518 831 2480
mientile@ultimusleverpoint.com
As Manager, Melissa is responsible for providing reporting services to Ultimus LeverPoint’s clients and also maintaining the day-to-day operations of Investor Services.
Melissa brings with her extensive experience from the financial services industry and joined the Ultimus LeverPoint team in October 2014, to which her role grew as the company evolved.
Melissa received her Bachelor’s degree in Finance from Siena College and her Master of Business Administration from The College of Saint Rose.
Chris Kirby, CPA
Manager
Manager, Fund Team
+1 518 373 5549
ckirby@Ultimusleverpoint.com
As a Fund Team Manager, Chris and his team are responsible for providing reporting services to Private Equity Funds and working on the day-to-day operations for their clients.
Chris joined Ultimus LeverPoint in February 2013 as a Staff Accountant, to which his role evolved as the company grew and expanded. Prior to joining Ultimus LeverPoint, Chris worked in financial services for Purshe Kaplan Sterling Investments where he provided back office processing and support for the full-service broker dealer.
Chris earned his Bachelor’s Degree in Accounting from Siena College and obtained his Master’s Degree in Accounting from The College of Saint Rose. Chris is also a Certified Public Accountant in the state of New York.
Outside the office, Chris loves to stay busy traveling, hiking, and spending time with his family and friends. In the summers, you can find him one of two places, relaxing on a beach or enjoying himself at the racetrack.
Tyler Kopacki, CPA
Senior Manager
Senior Manager – Fund Team
+1 518 373 5517
tkopacki@ultimusleverpoint.com
As a Fund Team Senior Manager, Tyler is responsible for his team providing fund administration services to private equity funds. This includes financial reporting, overseeing the day-to-day operations, as well as maintaining relationships with his clients. He serves as a resource to both his own team and other Fund Teams, providing guidance, coaching, and training.
Tyler joined Ultimus LeverPoint in May 2012 as a Staff Accountant, to which his role grew as the company evolved.
Tyler received both his Bachelor’s degree in Accounting, as well as his Master’s degree in Forensic Accounting from the University of Albany, SUNY. Tyler is also a Certified Public Accountant in the state of New York.
Elliott Lee
Manager
+1 518 373 5507
elee@Ultimusleverpoint.com
As Fund Team Manager, Elliott is responsible for providing reporting services to Private Equity Funds, and works on the day-to-day operations for our clients. He joined Ultimus LeverPoint in February 2011 as a Staff Accountant, to which his role grew as the company evolved over the past six years.
Elliott received his Bachelor’s degree in Accounting from Siena College, and is currently pursuing his CPA.
Ying Liu
Manager
Manager, Fund Team
+1 518 631 8823
yliu@Ultimusleverpoint.com
As a Manager of a Fund Team at Ultimus LeverPoint, Ying is responsible for providing reporting services to private equity funds, and also maintains the day-to-day operations for each of her clients. She brings with her more than 20 years of experience in the financial services industry, including 16 years in Private Equity.
Prior to joining Ultimus LeverPoint, Ying served as Vice President at Citi Private Equity Services for more than eight years, leading multiple client engagements involving direct funds and Fund of Funds. Prior to Citi, she spent two years as a Private Equity System Consultant at Vitech System Group. There, her primary responsibility was to provide business guidance to system development and new client onboarding for Equitrak, a leading private equity software system. Ying’s private equity career started at Columbia University Endowment Fund. She was the Director of Investment Operations, leading the accounting and operations of the endowment’s Private Equity portfolio.
Ying holds a Master’s degree from Columbia Business School.
Ryan Lowe
Director
Director, Investor Services & Treasury
+1 847 385 2225
rlowe@ultimusleverpoint.com
As a Director of Investor Services and Treasury, Ryan is responsible for overseeing Investor Services and Treasury functions for private equity, venture capital and hedge fund clients. Ryan joined Ultimus LeverPoint in January 2010.
Ryan received his Bachelor’s degree in Economics and East Asian Languages and Cultures from the University of Illinois at Urbana-Champaign.
Outside the office, Ryan enjoys cooking, cycling, wine and spending time with his girlfriend and dog.
Peter Mazeika, CPA
Manager
Manager – Fund Team
As Fund Team Manager, Peter is responsible for providing reporting services to Private Equity Funds and works on day-to-day operations for our clients. Peter joined Ultimus LeverPoint in June 2018.
Prior to joining Ultimus LeverPoint, Peter was Director of Finance at Excel Corporation. Earlier in his career, Peter worked for Deloitte and Touche, LLP and Goldman Sachs with a focus on Private Equity, Debt and Real Estate Funds.
Peter is a Certified Public Accountant and holds a Bachelor and Master’s degree in Accounting and Information Management from The University of Texas at Dallas.
Peter lives in Evergreen, Colorado with his wife and three children. In his free time Peter enjoys outdoor activities with his family, fishing and upland game hunting with his English Setter.
Marina Migliore
Manager
Manager – Management Company
As a Manager, Marina is responsible for providing reporting services to Ultimus LeverPoint’s Management Company clients, as well as working on the day-to-day operations for our clients.
Marina joined Ultimus LeverPoint in August 2020, bringing with her 12 years of accounting experience. Prior to joining Ultimus LeverPoint, Marina was the Chief Financial Officer for Tully Rinckey. Her experience spans client facing roles in forensic accounting & auditing and financial management with private organizations.
Marina received her Bachelor’s degree in Accounting from Siena College, her Master’s Degree in Professional Accountancy from the State University of New York at Albany, holds a New York State Certified Public Accounting License, and is an Association of Certified Fraud Examiners (ACFE) designated Certified Fraud Examiner.
Outside the office, Marina enjoys nature, reading, and spending time with her family.
Leonard Morgese
Manager
Manager – Fund Team
As a Manager, Lenny is responsible for providing reporting services to Private Equity clients and as well as working on the day-to-day operations for our clients.
Lenny joined LeverPoint in October 2015, bringing with HIM 5 years of accounting experience. Prior to joining LeverPoint, Lenny worked at KPMG where HE provided assurance services to investment companies. Prior to that Lenny worked at Rothstein Kass as an audit associate.
Lenny received HIS Bachelor’s degree in Accountancy and MBA from LeMoyne College. Lenny is also a Certified Public Accountant in the State of New York.
Outside the office, Lenny enjoys fishing, sports, seeing live music, and spending time with his family.
Jessica Murphy
Manager of Talent Acquisition
Manager of Talent Acquisition
+1 518 831 2491
jmurphy@ultimusleverpoint.com
As the Manager of Talent Acquisition, Jessica is responsible for managing the recruitment team, managing all processes for recruitment, and staffing for each of the Ultimus LeverPoint locations.
Jessica joined LeverPoint in May of 2018 bringing with her 8 years of full cycle recruiting experience. Prior to joining LeverPoint, Jessica worked at Ayco, a Goldman Sachs Company where she was responsible for the recruitment of the specialty groups within Ayco and also their Summer Internship Program.
Jessica received her Bachelor’s degree in English from SUNY Plattsburgh in 2010 and her Master ‘s Degree in Adolescent Education from SUNY Plattsburgh in 2011. Jessica is also a member of NACE, the National Associate of Colleges & Employers.
Outside the office, Jessica enjoys spending time with her family, her summer vacations to Cape Cod, the New England Patriots, and Syracuse Orange.
Michael Napoli, CPA
Director
Director – Fund Team
+1 518 373 5523
mnapoli@ultimusleverpoint.com
reporting services to private equity funds, and works on day-to-day operations for our clients. He has over ten years’ experience in the alternative asset management and capital investing, working with various Private Equity, Credit and Real Estate funds with significant distressed expertise.
Prior to joining LeverPoint, Michael worked at Apollo Global Management for five years as an Assistant Controller in the Private Equity and Credit group. He started his career as an Auditor with PricewaterhouseCoopers, where he provided audit and assurance services to several clients.
Michael received both his Bachelor and Master’s degree in Accounting and Economics from the University of Connecticut; Michael is also a Certified Public Accountant in the state of New York.
Nick O’Connor
Senior Manager
Senior Manager – Fund Team
+1 518 373 5503
noconnor@ultimusleverpoint.com
As a Senior Manager, Nick is responsible for providing reporting services to Private Equity Real Estate Funds, and also maintains the day-to-day operations for each of his clients. Nick joined Ultimus LeverPoint in July 2011, to which his role grew as the company evolved.
Nick has experience in many areas of Private Equity, specifically with Real Estate Funds. In addition, Nick also has experience with Co-Investment Vehicles, and Special Purpose Vehicles (SPV) structures.
Nick received both his Bachelor’s and Master’s degree in Accounting from Siena College.
Outside of the office, Nick loves to be adventurous while traveling to foreign countries, spending time with his family, his two extra-large Newfoundland dogs, and is an avid fan of the New York Yankees and North Carolina Tar Heels basketball.
Magdalena Prorok
Director
Director, Private Fund Services
As a Director, Private Fund Services, Magdalena is responsible for providing reporting services to Private Equity Funds, Venture Capital Funds and Real Estate clients and as well as working on the day-to-day operations for our clients. Magdalena joined Ultimus LeverPoint in June 2008.
Magdalena received her Bachelor’s and Master’s degrees in Accounting from Loyola University. She is a Certified Public Accountant in the State of Illinois.
Outside the office, Magdalena enjoys dancing, traveling, reading and spending time with family and friends.
Bridget Reilly, CPA
Senior Manager
Senior Manager – Management Company
+1 518 631 8003
breilly@ultimusleverpoint.com
As Senior Manager, Bridget is responsible for providing reporting services to LeverPoint’s Management Company clients as well as working on the day-to-day operations for our clients.
Bridget joined LeverPoint in April 2019, bringing with her 19 years of accounting experience. Prior to joining LeverPoint, Bridget was the Chief Financial Officer for Bonacio Construction, and has many years of accounting management, analytics, reporting, and client interaction experience from her years in public accounting and Chief Financial Officer roles held.
Bridget received her Bachelor’s degree in Accounting from Ithaca College, and is a Certified Public Accountant in the State of New York.
Outside the office, Bridget enjoys volunteering in her community and spending time with her children.
Becky Renaud
Director
Director, Hedge Fund Accounting and Middle Office Services
+1 513 268 2974
brenaud@ultimusleverpoint.com
As a Associate Director, Hedge Fund Accounting and Middle Office Services, Becky is responsible for providing reporting services to Investment Advisers and Hedge Fund clients and as well as working on the day-to-day operations for our clients.
Becky joined Ultimus LeverPoint in May 2016, bringing with her 20 years of accounting experience. Prior to joining Ultimus LeverPoint, Becky worked at Citi Fund Services where she provided middle office and treasurer services. Becky has also provided compliance and operational services for Schwartz Investment Counsel, Inc., First Quadrant, and Trust Company of the West.
Becky received her Bachelor’s degree in accounting from Central Michigan University and her Master’s in business administration from Eastern Michigan University. Becky is also a Certified Public Accountant licensed in the State of Ohio and a Series 99 Operations Professional.
Doug Rotondi, CPA
Director
Director – Tax
+1 518 373 5542
drotondi@Ultimusleverpoint.com
As Director, Doug is responsible for managing Ultimus LeverPoint’s Tax Services Team. He joined the firm in 2008 bringing with him over 16 years of tax experience. Doug is also responsible for Ultimus LeverPoint’s FATCA services, and works closely with the Senior Vice President and Fund Team Directors to build new and existing client relationships.
Prior to joining Ultimus LeverPoint, Doug’s experience includes having at Ernst and Young in their real estate group and Boston Financial Investment Management (formerly MMA Financial), a low income housing tax credit syndicator, in their tax department. Doug earned his Bachelor’s degree in Accounting from Fordham University, and is a New York State Certified Public Accountant.
In his free time, Doug enjoys spending time with family and friends, coaching his kids’ sports teams, and playing basketball.
Angela Selzer, CPA
Director
Director, Fund Team
+1 847 385 2234
aselzer@Ultimusleverpoint.com
As a Director, Angela Selzer is responsible for providing reporting services to Private Equity Funds, Venture Capital Funds and Real Estate clients and as well as working on the day-to-day operations for our clients.
Angela joined Ultimus LeverPoint in pril 2014, bringing with her 14 years of accounting experience. Angela began her career in auditing at Arthur Andersen LLP and subsequently Deloitte & Touche LLP, serving a variety of banking, finance and investment management clients. Prior to joining Utimus LeverPoint, Angela worked at Z Capital Partners LLC where she was Fund Controller to all of Z Capital’s managed funds which included private equity, credit and leveraged hedge funds.
Angela received her Bachelor’s degree in Accounting and Finance from Augustana College. She is also a certified public accountant, licensed in Illinois.
Outside the office, Angela enjoys watching sports and is an avid Chicago Blackhawks fan.
Manda Silva
Manager
Manager – Investor Services
+1 518 373 5510
msilva@ultimusleverpoint.com
As the Manager of the Investor Services team, Manda oversees the team as well as all Investor Correspondence at Ultimus LeverPoint. She has worked at Ultimus LeverPoint since its inception; Manda was part of the preexisting team that was spun out of The Ayco Company L.P., a Goldman Sachs subsidiary. Manda has worked in the Fund Administration business for 14 years, beginning her career as an Administrative Assistant, to which her role grew as the company evolved. Manda is currently responsible for the Investor Services team, which is a critical component within the overall Ultimus LeverPoint team.
Manda holds an AAS degree in Executive Administrative from Schenectady County Community College and is currently attending SUNY Empire State College for her Bachelor’s in Business Administration.
Paul Soltis
Director
Director, Fund Team
+1 513 909 2982
psoltis@ultimusleverpoint.com
As a Director, Paul is responsible for providing reporting services to Private Equity, Venture Capital and Real Estate Funds, as well as working on the day-to-day operations for our clients.
Paul joined Ultimus LeverPoint in May 2019, bringing with him 22 years of experience in a variety of operations and technology roles in the asset management industry. Prior to joining Ultimus LeverPoint, Paul worked at Confluence Technologies where he served as Global Market Manager, and at Citi Hedge Fund Services where he serviced as Senior Vice President.
Paul received his Bachelor’s degree in Finance from Miami University, graduating Magna Cum Laude.
Outside the office, Paul is an avid reader, especially mysteries and thrillers.
Julie Wolters
Director
Director, Hedge Fund Team
+1 847 385 2214
jwolters@ultimusleverpoint.com
As a Hedge Fund Accounting Director, Julie is responsible for providing reporting services to Hedge Fund clients and as well as working on the day-to-day operations for our clients.
Julie joined Ultimus LeverPoint in June 2008 bringing with her ten years of accounting experience. Prior to joining Ultimus LeverPoint, Julie worked at COVA Financial Services Life Insurance Company where she provided analysis and reporting on the investment portfolio and oversaw the investment accounting and operations functions.
Julie received her Bachelor’s degree in Finance from the University of Wisconsin Whitewater.
Outside the office, Julie enjoys golfing, hiking and spending time with family.
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