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Ultimus Hires Industry Veteran to Lead Client Relationship Management for Private Fund Administration

Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, has hired Kelly Ramsey Gooch as executive vice president and client relationship officer for Ultimus LeverPoint.

Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, has hired Kelly Ramsey Gooch as executive vice president and client relationship officer for Ultimus LeverPoint, the firm’s private fund administration services group.

Gooch brings 25 years of experience at large fund administrators in senior-level and executive client-facing positions within the registered and private fund administration business.

In her new role, the company said that she is responsible for the development and execution of the relationship management strategy and leading the day-to-day client relationship management efforts to drive client satisfaction, retention and growth.

Prior to joining Ultimus LeverPoint, Gooch’s career focused on developing relationships with alternative asset management clients, having served in key roles with several large, global service providers.

According to her LinkedIn profile, prior to Ultimus, she served as director of relationship management at SS&C GlobalOp (Citi/BISYS), where she spent 25 years. SS&C acquired Citi’s Alternative Investor Services Business in 2016 and The BISYS Group Inc. in 2007.

In addition to relationship management, Gooch’s experience includes fund administration, operations management, investor services, project management, business development, and client implementations.

“We are excited to welcome Kelly in this key leadership role,” said David MacPhee, chief executive officer of 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.”

Gooch holds a bachelor’s degree in accounting from Ramapo College of New Jersey and a master’s degree in leadership from Duquesne University. She is currently pursuing a doctorate degree in Strategic Leadership.

Ultimus LeverPoint Private Fund Solutions is a fund administrator that provides services to private equity, venture capital and hedge fund clients. The firm provides accounting and fund administration to more than 205 firms with approximately $110 billion in assets.

Ultimus Fund Solutions provides fund administration, accounting, and investor services to support the launching and servicing of registered funds, private funds, and public plans. The company also offers structures for pensions, endowments, foundations, and other large institutions. The firm services more than 1,300 traditional and alternative funds and employs more than 700 accountants, attorneys, paralegals, application developers, fund administrators, and compliance specialists.

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