Lori Shupak

As a Senior Vice President, Relationship Manager, Lori Shupak is responsible for developing and maintaining client relationships by working closely with clients and the service teams to ensure high client satisfaction levels. Prior to joining Ultimus LeverPoint, Lori worked at SS&C Technologies, Inc. and Citigroup as a Relationship Manager representing institutional and middle-market private fund managers.

Lori brings over 30 years of experience in the financial services industry, working in client-facing roles with senior leadership of public corporations and private market fund managers. Previous work experience includes senior management roles at The New York Stock Exchange and Goldman, Sachs & Co.

Lori has a B.A. in Business Administration from Rutgers University, and a M.B.A. in Financial Management from Pace University. She has also held Series 7 and 63 licenses.