Doug Rotondi

As Vice President, Tax, Doug is responsible for overseeing Ultimus LeverPoint’s Tax Services Team. He joined the firm in 2008 bringing with him over 16 years of tax experience. Doug works closely with the Senior Vice President and Fund Team Vice Presidents to build new and existing client relationships.

Prior to joining Ultimus LeverPoint, Doug’s experience includes having at Ernst and Young in their real estate group and Boston Financial Investment Management (formerly MMA Financial), a low income housing tax credit syndicator, in their tax department. Doug earned his Bachelor’s degree in Accounting from Fordham University, and is a New York State Certified Public Accountant.