The collaboration aims to support the testing of ISDA’s digital regulatory reporting requirements
Prior to her position as senior sales lead, McCoy served as an executive vice president at Ultimus Leverpoint Private Fund Solutions
Vatsa previously served as managing director at Citi, BlackRock, State Street, Merrill Lynch
Based in New York, Frank Troisewill assume the role of president of trading and connectivity solutions, as well as vice chairman of Broadridge Capital Markets
He will work alongside fellow co-head, Brian Cashin, who was appointed in March 2022
Roame founded and is managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits
Ercolano joins Portfolio BI from Eze Castle Integration where he served as vice president of client technology
The partnership will allow Ultimus to offer outsourced trade execution and trading desk services to asset managers through PennHaven
