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

Frank Anduiza
EVP, Head of Private Fund 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

Sales & Relationship Management Team

Andrew Jones
Senior Vice President, Business Development

Britt Averett
Private Funds
Relationship Manager

Management Team

Jennifer Calabrese, CPA
Senior Manager

Ted Cervini, CPA
Senior Manager

Joe Donlon, CPA
Director

Hisham Hamdy headshot

Hisham Hamdy
Senior Manager

Eric Holm
Senior Manager

Chris Kirby, CPA
Senior Manager

Tyler Kopacki, CPA
Senior Manager

Ying Liu headshot

Ying Liu
Senior Manager

Ryan Lowe
Director

Jessica Murphy
Manager, Talent Acquisition

Michael Napoli, CPA
Director

Nick O’Connor
Senior Manager

Magdalena Prorok
Director

Bridget Reilly headshot

Bridget Reilly, CPA
Director

Becky Renaud
Director

Doug Rotondi, CPA
Director

Angela Selzer, CPA
Director

Paul Soltis
Director

Julie Wolters headshot

Julie Wolters
Director