Daniel Di Sorbo

As the Director of Treasury, Daniel is responsible for providing treasury and transaction compliance services for Ultimus private equity, venture and hedge fund clients as well as working on the day-to-day client banking operations. Through relationships with 40+ banks, Daniel’s team supports the account signatory, online banking user maintenance, capital call tracking and independent transaction review functions.

Daniel joined Ultimus LeverPoint in September 2014, bringing with him 10+ years of banking and accounting experience. Prior to joining LeverPoint, Daniel worked at Golub/Price Chopper Employees Federal Credit Union where he headed the Loan Office and Member Services.

Daniel received his Bachelor’s degree in Business Technical Management with Accounting from DeVry University. Daniel is a Certified Treasury Professional (CTP) and maintains membership with the Association for Financial Professionals.