RSVP for Ultimus Strategic Partners Day

Gary Tenkman serves as Chief Executive Officer of Ultimus, providing strategic leadership and overseeing execution across the firm’s client-centric services and solutions. He brings deep operating leadership across fund services, including growth, operating model design, product development, and regulatory engagement. Before joining Ultimus, Gary led North American operations at Citibank, N.A. Fund Services Division. 

Jay Martin serves as President of Private Fund Solutions at Ultimus, leading the private fund administration business across private equity, venture capital, hedge funds, fund of funds, and private credit. He brings extensive leadership experience driving operational excellence, strategic growth, and client success across alternative investment service models. Previously, Jay served as President of Investment Services at U.S. Bank and held executive roles at Citco and Citi, with earlier roles at JPMorgan and The Bank of New York. 

John Lehner serves as President of Public Fund Solutions at Ultimus, responsible for strategic direction and growth across the public fund administration segment. He brings more than two decades of leadership experience building and scaling client-focused organizations across investment management and technology-enabled services. Prior to Ultimus, John served as President and Board Observer at FundGuard and held executive roles at State Street and BNY Mellon, including Eagle Investment Systems. 

Danielle Adamson serves as Chief Client Officer at Ultimus, where she leads an enterprise approach to client engagement, retention, and the overall client experience across Ultimus’ platform. She brings more than 20 years of financial services experience, with a strong track record in client advocacy and building strategic partnerships. Prior to Ultimus, she held client relationship and leadership roles at BNY and spent 16 years at State Street supporting investment managers across operations and client engagement.

Jason Stevens serves as Executive Vice President and Chief Technology Officer at Ultimus, responsible for technology across infrastructure, security, application development, and data. He brings global financial services technology leadership experience supporting complex operating models across fund services and investment operations. Before joining Ultimus, Jason led Citigroup’s global securities and fund services application development, managing more than 50 technology professionals. 

Lance Christofferson is Head of Product and Strategy, Transfer Agent - Retail Alternatives for Ultimus Fund Solutions. In his role, Lance leads the strategic relationship service execution for our clients who are looking to launch or feature closed-end funds such as interval funds, tender offer funds, BDCs, and non-publicly traded REITs in their portfolio. He is responsible for all aspects of the client’s transfer agency relationship and service execution. Lance joined the investment industry in 2005 focusing on mutual fund operations and during his tenure has successfully managed self-directed IRA retirement products, retail alternative & mutual fund relationships. Coupled with his client relationship acumen, he brings with him a wide range of industry knowledge ranging from operations, training to control and compliance experience. He received a Bachelor of Science in Broadcasting and a Bachelor of Science in Theater Performance from Northwest Missouri State University.

Liz Gaffney is Senior Vice President, Head of Strategic Partnerships & Market Development at Ultimus Fund Solutions, where she leads partnership strategy and market insights in support of the firm’s growth across public and private markets. She brings over a decade of experience spanning capital raising, private wealth distribution, investment operations, enterprise technology, and strategic business development. Before joining Ultimus, Liz led business development at InvestorFlow and began her private markets career at Angelo Gordon.

Lou Maiuri serves as an independent member of the Ultimus Board of Directors, providing governance and strategic guidance as the firm advances its growth strategy. He brings more than three decades of leadership experience across fund administration and investment operations. Lou currently serves as Chairman and CEO of AssetMark and previously held senior leadership roles at State Street and BNY Mellon. 

Mike joined GTCR in 2008 and serves as a Managing Director in the Financial Services & Technology group, where he leads portfolio monitoring and co-heads the Portfolio Resource Group. He currently serves as a director of eleven companies, including Ultimus Fund Solutions, and chairs the Smithsonian Institution's National Portrait Gallery.

Jim joined Weitz Investment Management in 2018 with more than 30 years of experience in investment management, including roles as president and chief operating officer of Calamos Asset Management, co-founder and chief operating officer of McDonnell Investment Management, and senior vice president with Van Kampen Investments. He also served five years as executive director and board member of the Steamboat Springs Winter Sports Club, and he holds a bachelor's in marketing from Northern Illinois University and a Juris Doctor from IIT Chicago-Kent College of Law.

David Brenner joined TIFF in 2024 as Chief Operating Officer, overseeing finance, operations, information technology, legal affairs, compliance, and human resources. He previously spent eight years at Macquarie Asset Management, most recently as Senior Managing Director and Global Head of Digital, Data & Platforms, held senior roles at UBS Global Asset Management, and holds a bachelor's degree in business from Miami University and an MBA from the University of Chicago Booth School of Business.

Nick is a Co-Founder and Managing Director of iCapital, where he serves as Head of Portfolio Management and sits on the Operating Committee. He previously spent 11 years at Veronis Suhler Stevenson, where he was a Managing Director focused on the business information services and financial software and data sectors, and he holds a BA in economics from Trinity College and FINRA Series 7, 79, and 63 licenses.

Michael Graham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley since 2015, including three years at Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management services both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's advisory approach incorporates structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.