Joe Scott

As a Senior Vice President, Joe Scott is responsible for overseeing reporting services to Private Equity clients, as well as operations and relationships with the clients.

Joe joined Ultimus LeverPoint in April 2022, bringing with him 22 years of accounting experience. Prior to joining Ultimus LeverPoint, Joe worked at UMB Fund Services as a Managing Director overseeing private equity accounting administration, reporting and client relationships.

Joe received his Bachelor’s degree in Accounting and Finance from DeSales University.