Ultimus LeverPoint Appoints Scott Trimble to Business

CLIFTON PARK, N.Y., Oct. 24, 2022 (GLOBE NEWSWIRE) — Ultimus LeverPoint Private Fund Solutions™, a leading technology administrator of private funds, is pleased to announce that Scott Trimble has recently joined the firm as Senior Vice President of Business Development . The primary objective of his role is to perpetuate the firm’s goal of diversifying its private equity clientele.

The Business Development team is responsible for expanding Ultimus LeverPoint’s capabilities to meet diverse clients while ensuring existing relationships have the necessary support to grow and launch their portfolios.

The addition of Trimble is key as it brings extensive experience in several aspects 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 position as vice president of business development at SEI Investment Management Services, Trimble focused primarily on hedge fund and private equity portfolios. His experience working in many aspects of the industry offers him a unique perspective and insight into what clients need to expand and diversify.

Ultimus LeverPoint continues to develop new lines of business and its added resources provide the ability to serve the nation’s largest clients while maintaining the personalized one-on-one service for which the firm is known.

Frank Anduiza, EVP, Head of Private Equity Sales, notes how having an experienced professional like Trimble on the Ultimus LeverPoint team has been key to the firm’s growth. “We are rapidly growing and expanding with industry changes and strategically investing in resources that help our clients achieve their investment goals. We are excited to have Scott join the Ultimus team as he is a financial services veteran with a wide variety of experience. It will focus on providing high-caliber opportunities in the alternative space, with an emphasis 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’ve been looking for in this position.”

Kelly Gooch, executive vice president, customer relations officer, emphasizes the importance of maintaining the firm’s reputation for its customer-centric approach. “Ultimus LeverPoint continues to be uniquely positioned to manage the industry’s largest funds with an institutionalized framework, while investing in the personalized client experience. Scott has the outstanding experience to help us achieve this, we are thrilled to have him on board.”

About The Last LeverPoint

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

Whether you are outsourcing a new fund or transitioning existing funds, Ultimus LeverPoint serves as a seamless extension of your firm’s growth partner. From traditional to complex structures, our team of over 390 associates provides operational excellence to meet every need and is dedicated to helping investment managers stay abreast of ever-changing regulatory and market requirements while providing rapid solutions to new challenges. For more information, visit www.ultimusleverpoint.com.

About the Last one

Ultimus Fund Solutions (Ultimus) is a leading provider of full-service, technology-enhanced fund administration, accounting, back office and investor solutions to support the launch and servicing of registered funds, private funds and public plans. The company also offers customized structures designed for the unique needs of pension funds, endowments, foundations and other large institutions. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cybersecurity efforts and the hiring of experienced professionals.

Headquartered in Cincinnati, Ohio with offices in other major cities such as Chicago, Denver, New York and Boston, Ultimus employs more than 925 experienced accountants, attorneys, paralegals, application developers, fund administrators, compliance specialists and more with a long-standing experience in the financial services industry. Serving a total of over 1,600 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.


ULP 15809260 10/18/2022

Leave a Comment