+1 518 373 5500 info@leverpoint.com

Our Team

Get to know us better.

At LeverPoint, your satisfaction drives our dedication. When you choose us as your Fund Administrator, you’re not receiving one account manager; you are assigned a dedicated team that works tirelessly to serve you. Each team is overseen by an experienced, knowledgeable and trustworthy team manager. We also provide a direct line to each team member, whom clients can contact for any inquiry, big or small.

Let us introduce you…

Executive Team

David MacPhee
Chief Executive Officer

Krista McCoy
Executive Vice President

Harry Gutheil
Chief Financial Officer/Chief Administrative Officer

Senior Management

Richard Tyler, EA
Senior Vice President

Li Xu, CPA
Director

Management Team

Brian Patterson, CPA
Senior Manager – Fund Teams

Jessica Robertson, CPA
Senior Manager – Fund Teams

Jessica Johnson
Manager – Management Company

Brad Aperance
Manager – Fund Team

Michael McGrail
Manager – Fund Team

Callie Carpenter
Manager – Fund Team

Michael Napoli, CPA
Manager – Fund Team

Kendall Coleman, CPA
Manager – Venture Team

Doug Rotondi, CPA
Manager – Tax

Kristen Rinaldi, CTP
Manager – Finance and Treasury

Manda Silva
Manager – Investor Services

Natasha Derby
Human Resources Manager

Shane Mitchum
Manager – IT

Josh Bitter
Senior Network and Security Administrator