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As Director, Joe oversees teams responsible for reporting services and day-to-day operations for venture capital clients. Joe joined Ultimus LeverPoint in June 2013 as a Senior Accountant, to which his role grew as the company evolved.

Prior to joining Ultimus LeverPoint, Joe’s previous experience comes from Brunner, Blackstone & Associates, PC, a public accounting firm in Cranberry Township, Pennsylvania. In his role there, he mainly provided tax services for regional corporations, partnerships, and individuals, and he was involved in select audit and review engagements.

Joe received his Bachelor’s degree from the State University of New York at Albany and is a Certified Public Accountant.