Ultimus adds new client relationship executive to private fund admin unit

The hire is the latest for Ultmius LeverPoint's sales and client relationship team, as it looks to expand its private equity fund administration footprint.

By Joe Parsons

Ultimus Fund Solutions has hired a new client relationship executive to its private fund administration service group, Ultimus LeverPoint.

Kelly Ramsey Gooch joins Ultimus as an executive vice president, client relationship officer, where she will lead its relationship management strategy and day-to-day efforts in driving client satisfaction, retention and growth.

With over 25 years of industry experience, Gooch joins Ultimus from SS&C GlobeOp where she was a director for relationship management. She first started her career with hedge fund administrator Bisys, which then became a part of Citi’s alternatives investor services business in 2007, which was then acquired by SS&C in 2015.

“We are excited to welcome Kelly in this key leadership role,” said David MacPhee, CEO, Ultimus LeverPoint. “Her insights and skills in cultivating and building on client relationships at the most senior levels are well-known in the industry and are second to none. She has a proven track record as an accomplished, integrity-driven professional and a well-earned reputation as the ‘go-to’ person for getting things done.”

Earlier this year, Ultimus hired Edward (Ned) Siegel, a former business development director at BNY Mellon, to further drive sales for its LeverPoint business. 

Ultimus stated at the time the hire ‘reinforces the focus’ on alternative fund administration services and complemented its acquisition of LeverPoint Management last year, which expanded the firm’s footprint.  

Ultimus LeverPoint currently provides accounting and fund administration solutions to over 205 private equity, venture capital and hedge fund clients with approximately $110 billion in assets.

Gary Tenkman, CEO of Ultimus Fund Solutions, said the addition of Gooch to the Ultimus LeverPoint executive team represents the continued investment in the firm’s client-centric culture and commitment to excellence.

“Our client relationships are obviously the foundation of our business, and we continue to invest in the very best resources in the industry—both in terms of talent and technology—to develop strong partnerships with our clients,” said Tenkman. “By combining those same values with her exceptional skills and industry experience, Kelly is a driving force in leading our client relationship efforts, both strategically and operationally.”