CLIFTON PARK, NEW YORK – June 22, 2022 – Ultimus LeverPoint Private Fund Solutions®, a leading private fund administrator, is pleased to announce the addition of Joe Scott as Senior Vice President. He will play a strategic, client-facing role as he oversees multiple fund administration teams that service the firm’s expanding client base. Scott brings over two decades of experience with nuanced funds and adeptness at meeting clients’ complex needs while forging strong relationships with clients and team members.

In his new position at Ultimus LeverPoint, Scott will assist the firm in leveraging advanced technology to automate and streamline data and simplify reporting packages. He will also focus on enhancing quality control processes, optimizing team performance, and providing the best possible service and solutions to new and existing alternative fund management clients. As Ultimus LeverPoint continues to scale, Scott’s twenty-two years of experience with marketplace changes, evolving fund management and investor needs will enable him to share a seasoned industry perspective.

Evan Audette, Executive Vice President, and COO at Ultimus LeverPoint, notes how Scott’s experience combined with his client-centric philosophy will be a valuable asset to the firm. “Joe brings a knowledgeable industry perspective due to his longevity as a seasoned financial professional, and his reputation for putting clients first while optimizing team performance precedes him,” he says. “During his career, Joe has balanced changes in reporting requirements, marketplace conditions, and investor needs while automating and streamlining processes to maximize team efficiency and strengthen new and existing client relationships. We are pleased to welcome him to the team, and we look forward to utilizing his experience in meeting the ever-evolving needs of our clients and their investors.”

Tom DiEgidio, President of Ultimus LeverPoint, echoes Audette’s sentiment, adding how Scott’s hire reflects the firm’s commitment to crafting cohesive team structures and bolstering institutional strength. “I have had the pleasure of a long-term personal and professional relationship with Joe,” he says. “During this time, I have had a front-row view in terms of observing how he has built and managed teams, increased efficiency, and contributed to a positive internal culture. His ability to craft strong team structures is essential as our client base continues to grow, and his hire is a direct reflection of our ongoing commitment to investing in top industry talent as we continue to grow.”

Previously, Scott held the position of Managing Director at UMB Fund Services where he oversaw six accounting teams across various locations while spearheading client relationships and client management. Prior to his time at UMB Fund Services, he served as the Director of Private Equity Administration at BNY Mellon.

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ULP 15211397 06/21/2022