|Title: EVP, Client Relationship Officer – Ultimus LeverPoint|
As EVP, Client Relationship Officer for Ultimus LeverPoint, Kelly Ramsey Gooch is responsible for developing relationship management strategy for Ultimus LeverPoint’s private fund business and leading day-to-day relationship management efforts for our clients.
Kelly joined Ultimus LeverPoint in October 2020 bringing with her 25 years of experience in client-facing roles within the registered and private fund administration business. Prior to joining Ultimus LeverPoint, Kelly was focused on developing relationships with strategic alternative asset management clients and driving client satisfaction for a global financial services business. In addition to relationship management, Kelly’s experience includes fund administration, operations management, investor services, project management, business development, and client implementations.
Kelly received her Bachelor’s degree in Accounting from Ramapo College of New Jersey and her Masters of Science degree in Leadership from Duquesne University. She is currently pursuing her Doctorate in Strategic Leadership.