Our Team

Get to know us better.

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

David MacPhee
Chief Executive Officer

Krista McCoy, CPA
EVP, Chief Business Development Officer

Evan Audette
EVP, Chief Operations Officer

Senior Management Team

Richard Tyler, EA
Senior Vice President

Jessica Robertson, CPA
Vice President

Gregg Howard
Vice President

Relationship Management Team

Andrew Jones
Senior Vice President and
Director of Client Services

Britt Averett
Private Funds
Relationship Manager

Sales Team

Edward (Ned) Siegel
SVP, Business Development Director

Management Team

Brad Aperance, CPA
Director, Fund Team

Michael McGrail, MBA
Director, Fund Team

Doug Rotondi, CPA
Director – Tax

Joe Donlon, CPA
Senior Manager, Fund Team, Venture Capital

Michael Napoli, CPA
Senior Manager, Fund Team, Private Equity

Jennifer Calabrese, CPA
Senior Manager, Management Company

Bridget Reilly, CPA
Senior Manager, Management Company

Ted Cervini, CPA
Manager, Fund Team

Tyler Kopacki, CPA
Manager, Fund Team

Nick O’Connor
Manager, Fund Team

Eric Holm
Manager, Fund Team

Chris Kirby, CPA
Manager, Fund Team

Feifei Huang
Manager, Fund Team

Ying Liu
Manager, Fund Team

Elliott Lee
Manager, Fund Team

Mark Pyzdrowski
Manager, Fund Team

Peter Mazeika, CPA
Manager, Fund Team

Hisham Hamdy
Manager, Fund Team

Manda Silva
Manager, Investor Services

Daniel Di Sorbo, CTP
Manager, Treasury

Josh Bitter
Lead Security Architect

Frank Rainville
Director of Finance

Beth Ulrich, CPA
Internal Auditor

Natasha Derby
Director of Human Resources

Jessica Murphy
Corporate Recruiter