Profile
Mr. David B.
Bruckman is a Managing Director at Citrin Cooperman Wealth Management LP.
He has over 25 years of experience providing sophisticated wealth management services in the areas of estate planning, financial planning, charitable planning, investment planning, and life insurance.
As Managing Director, he leads a team of professionals in providing investment advisory, insurance, financial planning, and wealth preservation services to high net worth individuals, business owners, and families.
Prior to joining Citrin Cooperman Wealth Management, Mr. Bruckman served as a financial advisor and principal at Clarfeld Financial Advisors, Inc. He engaged in the private practice of law in the areas of wills, trusts and estates.
He was an executive vice president of a boutique financial services firm that focused on advanced estate and tax planning for wealthy individuals and families.
Mr. Bruckman earned his Bachelor of Arts from Union College, his Juris Doctor from Syracuse University Law School, and his Masters in Taxation from Pace University Lubin School of Business.
Former positions of David Benjamin Bruckman
Companies | Position | End |
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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. | Chief Executive Officer | - |
Training of David Benjamin Bruckman
Union College (New York) | Undergraduate Degree |
Syracuse University College of Law | Graduate Degree |
Pace University | Graduate Degree |
Experiences
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Private companies | 1 |
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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 |
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