Ultimus Fund Solutions Executive and Leadership Team

Kevin Hesselbirg, the Chief Executive Officer at Ultimus Fund Solutions, directs the overarching corporate strategy and long-term vision for the organization. Hesselbirg oversees the integration of advanced technology across all fund administration platforms to ensure superior service delivery for advisors and fund managers. By aligning internal resources with evolving market demands, the Chief Executive Officer drives growth across public, private, and hybrid investment vehicles. This leadership role involves constant collaboration with the Board to maintain high standards of operational excellence and client satisfaction. Kevin Hesselbirg monitors global financial trends to position the firm as a premier provider of investment operations solutions. Through rigorous oversight of corporate initiatives, the Chief Executive Officer ensures the company remains agile in a competitive landscape. Ultimately, Hesselbirg secures the firm's reputation for reliability and innovation within the financial services sector.

Stephen Wood, the Chief Financial Officer at Ultimus Fund Solutions, manages the fiscal health and capital allocation strategies of the organization. Wood oversees financial reporting, budgeting, and risk management frameworks to support the firm's diverse range of mutual funds and private equity offerings. By optimizing internal financial processes, the Chief Financial Officer ensures the company maintains the necessary liquidity to invest in cutting-edge technology platforms. This leadership role requires close coordination with executive peers to align fiscal objectives with broader business growth targets. Stephen Wood evaluates investment performance metrics to provide actionable insights for the leadership team. Through disciplined financial planning, the Chief Financial Officer strengthens the firm's market position and supports sustainable expansion across North American operations. Ultimately, Wood guarantees the integrity of all financial operations while fostering long-term value for clients and stakeholders.

Evan Audette, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint at Ultimus Fund Solutions, directs the operational workflows specifically tailored for private equity and complex investment structures. Audette oversees the delivery of high-touch service models that address the unique administrative requirements of private fund managers. By architecting scalable operational solutions, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint ensures seamless execution of investment operations across diverse asset classes. This leadership role involves managing cross-functional teams to enhance efficiency and accuracy in fund reporting. Evan Audette integrates advanced technology to solve complex operational challenges, thereby improving outcomes for clients. Through strategic oversight of the Leverpoint division, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint drives operational excellence and supports the firm's commitment to high-quality service. Ultimately, Audette maintains the operational rigor necessary for success in the private investment market.

Steven Farlese, the Executive Vice President & Chief Operating Officer at Ultimus Fund Solutions, manages the internal infrastructure and day-to-day operational efficiency of the firm's broader service offerings. Farlese oversees the implementation of standardized processes that support mutual funds and exchange-traded funds, ensuring consistent service quality across the organization. By streamlining internal workflows, the Executive Vice President & Chief Operating Officer improves the speed and accuracy of investment operations. This leadership role requires constant interaction with department heads to identify bottlenecks and deploy technological enhancements. Steven Farlese monitors operational performance metrics to ensure alignment with the company's mission of providing optimized solutions. Through the management of core operational functions, the Executive Vice President & Chief Operating Officer facilitates the firm's ability to handle complex investment vehicles at scale. Ultimately, Farlese drives the operational stability required to support the company's diverse client base.

John Lehner, the President, Public Fund Solutions at Ultimus Fund Solutions, directs the strategic growth and service delivery for the firm's public fund client segment. Lehner oversees the development of specialized administration solutions that cater to the unique regulatory and operational needs of mutual funds and exchange-traded funds. By expanding the firm's footprint in the public investment market, the President, Public Fund Solutions drives revenue growth and strengthens client relationships. This leadership role involves collaborating with the executive team to ensure that service offerings remain at the forefront of industry standards. John Lehner monitors market trends to anticipate the needs of fund managers and advisors. Through the management of public fund operations, the President, Public Fund Solutions ensures the delivery of high-touch, optimized solutions that enable clients to achieve superior outcomes. Ultimately, Lehner secures the firm's position as a leader in public fund administration.

Heather Schwab, the Executive Vice President & Chief Human Resource Officer at Ultimus Fund Solutions, directs the talent acquisition, organizational development, and employee engagement strategies. Schwab oversees the cultivation of a high-performance culture that attracts top-tier professionals capable of delivering complex fund administration services. By designing comprehensive training programs, the Executive Vice President & Chief Human Resource Officer ensures the workforce remains proficient in the latest investment operations technology. This leadership role involves partnering with other executives to align human capital strategies with the firm's growth objectives. Heather Schwab manages performance management systems to foster professional growth and retention across the organization. Through the development of robust internal policies, the Executive Vice President & Chief Human Resource Officer supports the firm's commitment to high-touch service. Ultimately, Schwab builds the organizational capacity necessary to sustain the company's competitive advantage in the financial services industry.