Profile
Mr. Alan H.
Mandeloff, CPA, is President at Citrin Cooperman Wealth Management LP.
Prior to joining the firm in 2007, Mr. Mandeloff served as partner-in-charge of YMSR Advisors, Inc., registered investment advisors, for 8 years.
His extensive work offering financial planning and investment advisory services and proven track record in investment counseling have earned him a loyal following.
He is also a partner of Citrin Cooperman & Company, LLP.
Mr. Mandeloff earned his Bachelors degree from Temple University.
Former positions of Alan Harry Mandeloff
Companies | Position | End |
---|---|---|
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | President | 2016-02-29 |
Training of Alan Harry Mandeloff
Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Finance |
- Stock Market
- Insiders
- Alan Harry Mandeloff