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
Chief Executive Officer
+1 518 373 5530
dmacphee@ultimusleverpoint.com
David oversees all financial and administrative systems at Ultimus LeverPoint, and also serves on the Board of Directors . 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.
Krista McCoy, CPA
Chief Business Development Officer
Chief Business Development Officer
+1 518 373 5509
kmccoy@ultimusleverpoint.com
As the 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 the company, 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.
Evan Audette
EVP, Chief Operations Officer
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.
Senior Management Team
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 17 years of tax experience, including over 10 years of public accounting, primarily with 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.
Rick currently holds an EA license and has a Bachelor’s degree in Accounting from Siena College.
Jessica Robertson, CPA
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.
Gregg Howard
Vice President
Vice President
+1 617 297 9575
ghoward@Ultimusleverpoint.com
As Vice President, Gregg is responsible for all aspects of Ultimus LeverPoint’s Boston fund accounting and administration services. Gregg joined Ultimus LeverPoint in November 2018, bringing with him 16 years of private equity administration experience.
Prior to joining Ultimus LeverPoint, Gregg was Vice President of Private Equity Fund Administration at State Street. He was responsible for the daily operations of approximately 75 funds and $10 billion in commitments, with a focus on Fund of Fund relationships. Gregg was also instrumental in key technology enhancements and client conversions for the business unit.
Gregg holds a bachelor’s degree in Finance from Bentley University.
Gregg enjoys being outdoors, playing golf and basketball, and spending time with family and friends.
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.
Sales Team
Edward (Ned) Siegel
SVP, Business Development Director
Edward (Ned) Siegel
SVP, Business Development Director
Edward (Ned) Siegel is the Senior Vice President, Business Development Director, for Ultimus LeverPoint Private Fund Solutions. He joined the company in March 2020 to help drive new business growth for Ultimus LeverPoint’s private fund administration services. Ned has extensive institutional experience working on private equity, credit/debt, hybrid, hedge and real estate administration services. He will be working in the Boston, Massachusetts office.
Prior to joining Ultimus, Ned worked for five years for The Bank of New York Mellon (BY Mellon) as the Director of Business Development – Alternative Investment Services. Before that, he served in several capacities at State Street Corporation in Boston for over 20 years, including working as the head of North American sales for the alternative investment solutions segment, focused on private equity and real estate administration services.
Ned earned his bachelor’s degree in Political Science from McGill University in Montreal, Canada and his MBA from Boston University.
Management Team
Brad Aperance, CPA
Director, Fund Team
Director – Fund Team
+1 518 373 5539
baperance@Ultimusleverpoint.com
As a Director, Brad is responsible for providing reporting services to private equity funds and works on day-to-day operations for our clients. He has over ten years of experience in the private equity industry and has worked with various buyout, fund of funds, and co-investment 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.
Michael McGrail, MBA
Director, Fund Team
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.
Doug Rotondi, CPA
Director – Tax
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.
Joe Donlon, CPA
Senior Manager, Fund Team, Venture Capital
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.
Michael Napoli, CPA
Senior Manager, Fund Team, Private Equity
Senior Manager – Fund Team
+1 518 373 5523
mnapoli@leverpoint.com
As a Senior Manager, Michael is responsible for providing reporting services to private equity funds, and works on day-to-day operations for our clients. He has over seven 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.
Jennifer Calabrese, CPA
Senior Manager, Management Company
Senior Manager – Management Company
+1 518 373 5520
jcalabrese@leverpoint.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.
Bridget Reilly, CPA
Senior Manager, Management Company
Senior Manager – Management Company
+1 518 631 8003
breilly@leverpoint.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.
Ted Cervini, CPA
Manager, Fund Team
Manager – Fund Team
+1 518 373 5534
tcervini@leverpoint.com
As a Fund Team 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 Buyout and Real Estate Funds. Ted also has experience with Master/Feeder, Special Purpose Vehicles (SPV), and Collective Investment Vehicle (CIV) 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 and is a Certified Public Accountant in the State of New York.
Outside of the office, Ted, an avid New York Yankees fan, enjoys spending time with his wife, kids, and golden retriever. He also enjoys carpentry of rustic household furniture.
Tyler Kopacki, CPA
Manager, Fund Team
Manager – Fund Team
+1 518 373 5517
tkopacki@Ultimusleverpoint.com
As a Fund Team Manager, Tyler is responsible for providing reporting services to private equity funds, and also maintains the day-to-day operations for each of his clients. 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.
Nick O’Connor
Manager, Fund Team
Manager – Fund Team
+1 518 373 5503
noconnor@Ultimusleverpoint.com
As a Fund Team Manager, Nick is responsible for providing reporting services to Private Equity 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 travel, enjoys spending time with his family, his two Newfoundland dogs, and is an avid fan of North Carolina Tar Heels basketball and the New York Yankees.
Eric Holm
Manager, Fund Team
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.
Chris Kirby, CPA
Manager, Fund Team
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.
Feifei Huang
Manager, Fund Team
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.
Ying Liu
Manager, Fund Team
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.
Elliott Lee
Manager, Fund Team
+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.
Mark Pyzdrowski
Manager, Fund Team
Manager – Fund Team
As a Fund Team Manager, Mark Pyzdrowski is responsible for providing reporting services to Private Equity Funds, as well as working on the day-to-day operations for our clients.
Mark joined Ultimus LeverPoint in April, 2019 bringing with Him 12 years of accounting experience. Prior to joining Ultimus LeverPoint, Mark worked at MUFG Capital Analytics as an Associate Director in the Private Equity Group managing client engagements and reporting focusing on Private Equity Funds, Debt, Co-Investments, Real Estate, and Real Assets. Earlier in his career Mark worked at Citco Fund Services and Apex Fund Services gaining expertise across all asset classes of Private Equity, Real Estate and Fixed Income Funds with both domestic and global investing strategies.
Mark received His Bachelor’s degree in Economics from Colorado State University.
Outside the office, Mark enjoys playing golf, hiking, traveling, following the ever changing financial markets and global economic conditions.
Peter Mazeika, CPA
Manager, Fund Team
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.
Hisham Hamdy
Manager, Fund Team
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
Manda Silva
Manager, Investor Services
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.
Daniel Di Sorbo, CTP
Manager, Treasury
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.
Josh Bitter
Lead Security Architect
Lead Security Architect
+1 518 373 5540
jbitter@Ultimusleverpoint.com
Josh is currently the Lead Security Architect at Ultimus LeverPoint, and has been with the firm since 2011 when he joined, bringing with him 14 years of IT experience. As the Lead Security Architect, 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.
Frank Rainville
Director of Finance
Director of Finance
+1 518 631 8833
frainville@Ultimusleverpoint.com
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.
Beth Ulrich, CPA
Internal Auditor
Internal Auditor
+1 518 373 5513
bulrich@ultimusleverpoint.com
As a Fund Team Manager, Beth is responsible for providing reporting services to private equity funds and works on the day-to-day operations for our clients.
Beth joined Ultimus LeverPoint in July 2015 as a Senior Accountant. Prior to joining Ultimus LeverPoint, Beth worked at PricewaterhouseCoopers where she provided audit and assurance services to several clients in the automotive and financial services industries.
Beth received her Bachelor’s degree in Accounting from The University of Notre Dame, and is a Certified Public Accountant in the state of New York.
Outside the office, Beth enjoys hiking, playing soccer, exploring National Parks, and reading. She also loves visiting her family in Michigan and Connecticut.
Natasha Derby
Director of Human Resources
Director of Human Resources
+1 518 373 5512
nderby@Ultimusleverpoint.com
As the Director of Human Resources at Ultimus LeverPoint, Natasha oversees the Human Resources Department and Administrative Team. 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 worked as an HR Generalist for DeCrescente Distributing, Co. She holds a Master’s degree in Business Administration with a concentration in Human Resources from The College of Saint Rose. Natasha also received her Certified Professional in Human Resources (PHR) certification from the Society for HR Management.
In her free time, Natasha enjoys spending time with her family, as well as reading and traveling.
Jessica Murphy
Corporate Recruiter
Corporate Recruiter
+1 518 831 2491
jmurphy@Ultimusleverpoint.com
As the Corporate Recruiter, Jessica is responsible for managing the recruitment team and staffing for all Ultimus LeverPoint office locations.
Jessica joined Ultimus LeverPoint in May of 2018 bringing with her eight years of full cycle recruiting experience. Prior to joining Ultimus LeverPoint, Jessica worked at Ayco, a Goldman Sachs subsidiary, where she was responsible for the recruitment for the specialty groups within Ayco, and also their Summer Internship Program.
Jessica received her Bachelor’s Degree in English from Plattsburgh State University, and also received her Master’s Degree in Adolescent Education from Plattsburgh State University. Jessica is a member of the National Associate of Colleges & Employers (NACE).
Outside the office, Jessica enjoys spending time with her family, her summer vacations to Cape Cod, the New England Patriots, and the Syracuse Orange.
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