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
EVP, Chief Business Development Officer

Evan Audette
EVP, Chief Operations Officer

Senior Management Team

Chris Cullison
Senior Vice President

Jessica Robertson
Senior Vice President

Richard Tyler, EA
Senior Vice President

Donna Tillery headshot

Donna Tillery
Vice President

Relationship Management Team

Andrew Jones
Senior Vice President and
Director of Client Services

Britt Averett
Private Funds
Relationship Manager

Management Team

Brad Aperance, CPA
Director, Fund Team

Michael McGrail
Director, Fund Team

Michael Napoli, CPA
Director, Fund Team

Magdalena Prorok, CPA
Director, Fund Services

Ryan Lowe
Dir, Inv. Services & Treasury

Becky Renaud
Director

Doug Rotondi, CPA
Director, Tax

Angela Selzer, CPA
Director, Fund Team

Paul Soltis
Director, Fund Team

Julie Wolters
Director, Hedge Funds

Jennifer Calabrese, CPA
Senior Manager, Management Co

Ted Cervini, CPA
Senior Manager, Fund Team

Joe Donlon, CPA
Senior Manager, Fund Team

Tyler Kopacki, CPA
Senior Manager, Fund Team

Nick O’Connor
Senior Manager, Fund Team

Bridget Reilly, CPA
Senior Manager, Management Co

Hisham Hamdy
Manager, Fund Team

Eric Holm
Manager, Fund Team

Feifei Huang
Manager, Fund Team

Chris Kirby, CPA
Manager, Fund Team

Elliott Lee
Manager, Fund Team

Ying Liu
Manager, Fund Team

Peter Mazeika, CPA
Manager, Fund Team

Migliore headshot

Marina Migliore
Manager, Management Co

Leonard Morgese
Manager, Fund Team

Robert Brown
Manager, Fund Team

Melissa Ientile, MBA
Manager, Investor Services

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
Assistant VP, Human Resources

Jessica Murphy
Manager of Talent Acquisition