Ultimus LeverPoint Announces New Partnership with WCM Investment Management
April 09, 2024 08:07 ET
|
Ultimus LeverPoint
Ultimus LeverPoint announces its latest partnership with WCM Investment Management, LLC an independent asset management firm with approximately $90B in AUA
Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey
October 11, 2023 08:08 ET
|
Ultimus LeverPoint
Ultimus LeverPoint attains an exceptional score of 6.90 out of 7.00 in the GC Survey - surpassing competitors and global averages over all nine categories.
Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT®
September 26, 2023 08:20 ET
|
Ultimus LeverPoint
Ultimus LeverPoint announces the expansion their web-based utility, uCONNECT to its private fund clients; providing direct access to fund data and reports.
H&R Block Presents the 2023 Henry Block Excellence in Client Service Award to Associates and Franchise Employees with Exemplary Commitment to Clients and Communities
August 29, 2023 13:00 ET
|
HRB Tax Group, Inc.
KANSAS CITY, Mo., Aug. 29, 2023 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) recently recognized 24 tax office associates and franchise employees at its 19th annual Henry Bloch Excellence in Client...
BPM strengthens Advisory services via addition of RiMo Consulting Group team in Las Vegas
March 03, 2023 12:08 ET
|
BPM LLP
SAN FRANCISCO, March 03, 2023 (GLOBE NEWSWIRE) -- BPM LLP, one of the 40 largest public accounting and advisory firms in the country, has grown its nationwide presence through its addition of the...
BPM welcomes Tiffany Huey as Senior Manager of ESG practice
January 23, 2023 13:27 ET
|
BPM LLP
SAN FRANCISCO, Jan. 23, 2023 (GLOBE NEWSWIRE) -- BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the addition of Tiffany Huey as Senior Manager to the...
Ultimus LeverPoint Welcomes Senior Sales Executive Jeffrey Rosen
November 01, 2022 14:15 ET
|
Ultimus LeverPoint
CLIFTON PARK, N.Y., Nov. 01, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions®, a leading tech-driven private fund administrator, is pleased to announce Jeffrey Rosen recently...
Ultimus LeverPoint Appoints Scott Trimble to Business Development Team
October 24, 2022 15:15 ET
|
Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 24, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to announce Scott Trimble recently...
Ultimus LeverPoint Fund Solutions Achieves Near Perfect Score in 2022 Global Custodian Private Equity Fund Administration Survey
October 12, 2022 08:20 ET
|
Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions is pleased to announce that it has achieved a near-perfect score, outperforming its direct...
Ultimus LeverPoint Expands Relationship Management Team with Additional SVP Hires
July 12, 2022 15:00 ET
|
Ultimus LeverPoint
CLIFTON PARK, N.Y., July 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to welcome Lori Shupak, Christina Haas,...