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As the Senior Vice President of Ultimus LeverPoint, Rick oversees the Tax Services Group, providing tax services to private equity and venture capital firms, and works on day-to-day operations for the clients.

Rick joined Ultimus LeverPoint in 2008, and has over 25 years of tax experience, including over 10 years of public accounting, primarily with Arthur Andersen in Washington, D.C. where he sat as a Senior Manager and PricewaterhouseCoopers where he sat as a Tax Director. Rick’s financial services experience also includes advising public and private corporations and closely held entities in Washington, D.C. for a number of years, providing tax services, due diligence, M&A, general consulting and compliance to a large private equity/venture capital conglomerate.

Prior to his public accounting years, Rick was with General Electric Company for nearly 10 years starting out in Corporate Finance and moving into Corporate Tax. Rick was selected to go through a number of GE’s young leadership and management training programs.

Rick currently holds an EA license and has a Bachelor’s degree in Accounting from Siena College.