As a Hedge Fund Accounting Director, Josh is responsible for providing reporting services to Hedge Funds and overseeing the day-to-day operations for his clients.
Josh joined Ultimus LeverPoint in September 2019, bringing with him 13 years of accounting experience. Prior to joining Ultimus LeverPoint, Josh worked at SS&C as a Vice President where he provided accounting and administration services to Hedge Fund and Private Equity clients.
Josh received his bachelor’s degree in Finance from The Ohio State University.
Outside the office, Josh enjoys spending time with his family, boating, and attending concerts.
Current role