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Ultimus LeverPoint welcomes Senior Sales Executive Jeffrey Rosen – Press Release

CLIFTON PARK, NY, Nov. 01, 2022 (GLOBE NEWSWIRE) — Ultimus LeverPoint Private Fund Solutions®, a leading technology-driven private fund manager, is pleased to announce that Jeffrey Rosen has recently joined the firm as Managing Director; an advantageous move as the company continues to secure top industry talent in the highly competitive segment of the private equity business market. Rosen has over 20 years of relevant industry experience, most recently nine years with Citco Fund Services.

As Ultimus LeverPoint expands, it continues to invest in experienced senior talent, allowing the company to maintain a prominent presence in the private fund management industry. Rosen’s background in public and private accounting as well as years of experience providing outsourcing solutions to wealth managers make him an ideal match to align with Ultimus LeverPoint’s goals of expanding and diversifying its client base.

Rosen’s innate entrepreneurial spirit, including his previous experience in private equity investing and fund management, make him a well-rounded professional. In addition to his broad business acumen, Rosen finds that his strong focus on nurturing relationships and engaging in strategic dialogue with wealth managers contributes to their overall satisfaction, particularly in the private equity space.

Joining Ultimus LeverPoint allows Rosen to maintain his strengths in business development by understanding the needs of potential clients and helping to…

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