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. By prioritizing tech-enhanced fund administration, the Chief Executive Officer ensures that the firm maintains a competitive edge in supporting registered funds and public plans. Kevin Hesselbirg oversees the integration of advanced digital tools into daily investor servicing workflows to maximize efficiency for clients. This leadership role involves constant collaboration with the Board to refine market positioning and expand the reach of the company across North American financial sectors. Through the implementation of scalable infrastructure, the Chief Executive Officer drives sustainable growth and maintains high standards of service quality. By fostering a culture of innovation, Hesselbirg secures the firm's reputation as a premier provider of comprehensive financial solutions for diverse investment vehicles.

Evan Audette, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint at Ultimus Fund Solutions, manages the operational framework for private fund services. Focusing on the complexities of private equity and hedge fund administration, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint optimizes internal processes to ensure seamless investor servicing. Evan Audette coordinates with cross-functional teams to deliver high-touch support for complex fund structures. This role requires precise execution of administrative tasks to meet the rigorous demands of private fund managers. By streamlining reporting cycles and enhancing data accuracy, the Executive Vice President & Chief Operating Officer, Ultimus Leverpoint strengthens the firm's operational reliability. Audette drives initiatives that improve client retention and operational scalability, ensuring that the private fund division remains a cornerstone of the company's broader financial service offerings.

Steven Farlese, the Chief Operating Officer, Ultimus Private Fund Solutions at Ultimus Fund Solutions, architects the operational workflows specifically tailored for private fund clients. Overseeing the daily execution of fund accounting and compliance protocols, the Chief Operating Officer, Ultimus Private Fund Solutions ensures that all administrative activities align with regulatory requirements and client expectations. Steven Farlese manages the deployment of proprietary technology platforms to automate complex calculations and reporting for private investment vehicles. This leadership position involves refining service delivery models to accommodate the unique needs of private fund managers. By optimizing resource allocation and improving workflow transparency, the Chief Operating Officer, Ultimus Private Fund Solutions enhances the overall client experience. Farlese drives operational efficiency across the private fund division, supporting the firm's mission to provide robust, tech-enhanced solutions for sophisticated investment portfolios.

John Lehner, the President, Public Fund Solutions at Ultimus Fund Solutions, leads the strategic expansion and service delivery for public plan clients. By focusing on the unique administrative requirements of public funds, the President, Public Fund Solutions ensures that the firm provides specialized support that meets institutional standards. John Lehner directs the development of customized servicing solutions that address the specific governance and reporting needs of public entities. This role involves managing high-level relationships with institutional stakeholders and ensuring that the company's tech-enhanced platforms deliver maximum value. Through the oversight of public fund operations, the President, Public Fund Solutions drives growth and strengthens the firm's market presence in the public sector. Lehner maintains a focus on operational integrity and service excellence, ensuring that the company remains a trusted partner for public plans seeking reliable, scalable fund administration.