| Title: Chief Executive Officer, Ultimus LeverPoint |
As Chief Executive Officer of Ultimus LeverPoint, David oversees all financial, service and administrative systems for the Private Fund Administration side of the business. David has a long and varied career in financial management, including roles as Vice President of Finance & Operations at the Ayco Company, a wholly owned subsidiary of Goldman Sachs and as Vice President of Finance & Controller and Vice President of Strategic Planning at KB Toys.
In addition, David’s work experience includes financial roles in public accounting with Coopers & Lybrand (now Pricewaterhouse Coopers) and Namic Corporation and several years working in foreign currency options with Noonan, Astley and Pearce. During his career, David has also co-founded Finning Builders, LLC, a real estate development company and Central Block, LLC, an investment company whose primary purpose is to acquire, hold and manage investments.
A Certified Public Accountant since 1995, David holds a Bachelor’s degree in Business and Economics from Lafayette College and Master’s degree in Business Administration from Union College.
