Ultimus Names Former SEI Exec James Cass as President of Ultimus LeverPoint Private Fund Solutions
CINCINNATI and CLIFTON PARK, N.Y., Feb. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service administration, fund accounting, middle office, and investor solutions to traditional and alternative investment managers, announced today James Cass will head up Ultimus LeverPoint Private Fund Solutions.
- CINCINNATI and CLIFTON PARK, N.Y., Feb. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service administration, fund accounting, middle office, and investor solutions to traditional and alternative investment managers, announced today James Cass will head up Ultimus LeverPoint Private Fund Solutions.
- Cass, who recently led SEI Investments’ alternative investments fund administration group, has assumed the role of president of Ultimus LeverPoint (ULP) effective today.
- As president of ULP, Cass will focus on maintaining the firm’s service culture, strengthening client relationships, and leading the strategy for the firm’s private fund administration business.
- Thomas DiEgidio, who became president of ULP as part of Ultimus’ acquisition of FD Fund Administration in 2021, is transitioning into a client relationship advisory role with the firm.