Ultimus appoints president of Ultimus LeverPoint

by Silvia Saccardi 2 February 2023

Fund admin tech provider Ultimus Fund Solutions has appointed James Cass as president of Ultimus LeverPoint Private Fund Solutions.

Cass was previously head of alternative fund administration at SEI Investments. His 30 years’ experience at the firm involved being responsible for strategic direction, product development and the firm’s service model.

After departing from SEI in 2020, Cass founded Hidden Crest, an alternative investment services consulting firm, aimed at assisting service providers and PE firms with strategic and tactical initiatives.

His responsibilities in his new role will involve promoting the service culture, strengthening client relationships and leading the strategy for the firm’s private fund administration business.

Gary Tenkman, CEO of Ultimus, commented: “With his deep experience in the fund administration arena, Jim allows...

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