Executives at Ultimus

>>Executives at Ultimus
Executives at Ultimus 2021-09-10T15:35:00-04:00
Gary Tenkman
Chief Executive Officer


To be the most trusted partner to asset managers, advisers, and sponsors, providing them high-touch service and solutions that enable their success.


To be recognized as the financial services industry’s premier service and solutions provider.

Mark Seger
Vice Chairman & Co-Founder
Frank Anduiza, EVP, Head of Private Fund Sales, Ultimus LeverPoint
Frank Anduiza
EVP, Head of Private Fund Sales, Ultimus LeverPoint
Evan Audette
EVP & COO, Private Fund Services
Kelly Gooch
Kelly Ramsey Gooch
EVP, Client Relationship Officer – Ultimus LeverPoint
Gary Harris
EVP, Head of Sales
David James
EVP, Chief Legal and Risk Officer


Our corporate culture is about collaboration, stewardship, encouragement, and shared success.

Dave MacPhee
David MacPhee
CEO, Ultimus LeverPoint
Ian Martin
EVP, Chief Administrative Officer
Michael Neborak
Michael Neborak
EVP, Chief Financial Officer
Alma Piscitello
Alma Piscitello
EVP, Relationship Management

Power of the Team
Own the Process
Relentless Improvement

Heather Schwab
Jason Stevens
EVP, Chief Technology Officer
Bill Strait
Bill Strait
EVP, General Counsel
Bill Tomko
EVP, Head of Fund Servicing
Kevin Wolf
EVP, Head of Fund Administration and Product

2253-NLD-7/14/2020     8395 UFS 7/15/2020