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

Gary Tenkman
CEO, Ultimus

David MacPhee
CEO, Ultimus LeverPoint

Evan Audette
EVP, COO

Kelly Gooch headshot

Kelly R. Gooch
EVP, CRO

Krista McCoy
EVP, CBDO

Gary Harris headshot

Gary Harris
EVP, Head of Sales

Michael Neborak headshot

Michael Neborak
EVP, CFO

Heather Schwab headshot

Heather Schwab
EVP, CHRO, SPHR

Jason Stevens headshot

Jason Stevens
EVP, CTO

Senior Management Team

Brad Aperance, CPA
Vice President

Chris Cullison
Senior Vice President

Natasha Derby
Assistant Vice President

Michael McGrail
Vice President

Frank Rainville
Vice President

Jessica Robertson
Senior Vice President

Donna Tillery headshot

Donna Tillery
Vice President

Richard Tyler, EA
Senior Vice President

Relationship Management Team

Andrew Jones
Senior Vice President and
Director of Client Services

Britt Averett
Private Funds
Relationship Manager

Management Team

Josh Bitter
Director, IT Services

Robert Brown
Manager

Jennifer Calabrese, CPA
Senior Manager

Ted Cervini, CPA
Senior Manager

Dan Di Sorbo, CTP
Manager

Joe Donlon, CPA
Senior Manager

Will Edwards headshot

Will Edwards
Manager

Hisham Hamdy headshot

Hisham Hamdy
Manager

Eric Holm
Manager

Feifei Huang
Manager

Melissa Ientile
Manager

Chris Kirby, CPA
Manager

Tyler Kopacki, CPA
Senior Manager

Elliott Lee
Manager

Ying Liu headshot

Ying Liu
Manager

Ryan Lowe
Director

Peter Mazeika, CPA
Manager

Migliore headshot

Marina Migliore
Manager

Leonard Morgese
Manager

Jessica Murphy
Manager of Talent Acquisition

Michael Napoli, CPA
Director

Nick O’Connor
Senior Manager

Magdalena Prorok
Director

Bridget Reilly headshot

Bridget Reilly, CPA
Senior Manager

Becky Renaud
Director

Doug Rotondi, CPA
Director

Angela Selzer, CPA
Director

Manda Silva
Manager

Paul Soltis
Director

Julie Wolters headshot

Julie Wolters
Director