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As SVP, Client Relationship for Ultimus LeverPoint, Erin Whyman is responsible for deploying relationship management strategy for Ultimus LeverPoint’s private fund business.

Erin joined Ultimus LeverPoint in May 2021, bringing with her 14 years of financial services experience on both the buy and sell side with focus on Relationship Management & Client Experience, Strategy & Process Improvement and Cross Asset Middle Office & Fund Accounting. Prior to joining Ultimus LeverPoint, Erin worked at BNY Mellon where she acted as a Global Lead within Markets Client Onboarding with a focus on Foreign Exchange.

Erin received her Bachelor’s degree in Finance & Entrepreneurship from Florida State University and a Bachelors in Accounting from University of South Florida. Erin is also a Certified Public Accountant in the state of New York (inactive).