Ultimus LeverPoint Appoints Scott Trimble to Business Development Team


To keep pace with exponential growth, the company appoints Trimble as SVP of Business Development, continuing to expand the scope of client services.

/EIN News/ — CLIFTON PARK, NY, Oct. 24, 2022 (GLOBE NEWSWIRE) — Ultimus LeverPoint Private Fund Solutions™, a leading technology-focused private fund administrator, is pleased to announce that Scott Trimble has recently joined the firm as Senior Vice President of Business Development. The main objective of his role is to perpetuate the firm’s objective of diversifying its Private Equity clientele.

The Business Development team is responsible for expanding Ultimus LeverPoint’s capabilities to accommodate a variety of clients while ensuring that existing relationships have the support they need to grow and launch their portfolios.

The addition of Trimble is essential as it brings a wealth of experience in several facets of the industry. He has over 25 years of sales experience in fund administration, asset management and capital acquisition, as well as investment technology. In his most recent role as Vice President of Business Development at SEI Investment Management Services, Trimble focused primarily on hedge funds and private equity portfolios. His work experience in many aspects of the industry gives him a unique perspective and insight into what clients need to grow and diversify.

Ultimus LeverPoint continues to develop new business streams, and its additional resources provide the ability to service the nation’s largest customers, while maintaining the individualized, personalized service the company is known for.

Frank Anduiza, executive vice president, head of private fund sales, notes how critical having a seasoned professional such as Trimble on the Ultimus LeverPoint team is to growing the business. “We are growing and expanding rapidly as the industry evolves, and we invest strategically in resources that help our clients achieve their investment goals. We are thrilled to have Scott join the Ultimus team as he is a financial services veteran with a very diverse background. He will focus on building high-caliber opportunities in the alternatives space, with a focus on private equity and hedge funds. And we know he will help us grow while nurturing existing relationships so they continue to thrive, which is the balance we were looking for in this position.

Kelly Gooch, EVP, Client Relationship Officer, emphasizes the importance of maintaining the company’s reputation for its client-centric approach. “Ultimus LeverPoint continues to be uniquely positioned to manage the industry’s largest funds with an institutionalized framework while continuing to invest in personalized client experience. Scott has the exceptional experience to help us achieve this goal, we are happy to have him on board.

About Ultimus LeverPoint

Private Fund Solutions Ultimus LeverPoint is a leading fund administrator committed to providing a full range of solutions for private equity, venture capital, real estate and hedge fund clients. We provide fund accounting and administration solutions to 240 companies with over $160 billion in AAU, representing a diverse range of alternative fund types and structures.

Whether outsourcing a new fund or transferring existing funds, Ultimus LeverPoint serves as a seamless extension of your business – a growth partner. From traditional to complex structures, our team of more than 390 associates delivers operational excellence to meet every need and is dedicated to helping investment managers keep pace with ever-changing regulatory and market requirements while providing quick solutions to new challenges. For more information, visit www.ultimusleverpoint.com.

About Ultimus

Ultimus fund solutions (Ultimus) is a leading provider of comprehensive full-service fund administration, accounting, middle office and investor solutions to support the launch and management of registered funds, private funds and public plans. The company also offers custom structures designed for the unique needs of pensions, endowments, foundations and other large institutions. Ultimus’ deep commitment to excellence is achieved through investments in best-of-breed technologies, compliance programs, organization-wide cybersecurity efforts, and the hiring of seasoned professionals.

Headquartered in Cincinnati, Ohio, with offices in other major cities such as Chicago, Denver, New York and Boston, Ultimus employs more than 925 accountants, attorneys, paralegals, application developers, fund administrators, compliance specialists and many others with years of experience. in the financial services sector. Serving more than 1,600 total traditional and alternative funds, Ultimus helps investment managers and fund families thrive in today’s increasingly sophisticated and dynamic investment landscape. For more information, visit www.ultimusfundsolutions.com.

Contact: Marketing@UltimusFundSolutions.com

ULP 15809260 10/18/2022

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