Vince Small

As a Senior Vice President at Ultimus LeverPoint, Vince is responsible for overseeing reporting services provided to Private Equity and Real Estate clients, as well as day-to-day operations and relationships with the clients.

Vince has over 25 years of experience in financial services and partnership accounting, the last 15 of which were focused on Private Equity and Real Estate Fund Accounting. Vince joined the firm in 2021 as part of Ultimus’ acquisition of FD Fund Administration (FDFA).

Vince was a Partner at FDFA, a fund administrator with assets under administration of over $30B prior to its acquisition by Ultimus. Prior to joining FDFA, Vince held the position of Controller for a real estate family of funds, overseeing the accounting and reporting for several of their Real Estate partnerships with over $2 billion in commitments. Earlier in his career, he served as the Chief Financial Officer and Chief Compliance Officer for an investment advisor with over $800 million in assets under management.

Vince received both his Master of Business Administration and his B.S. in Accounting from Villanova University. He is also a Certified Public Accountant in Pennsylvania.