Career history of David Benjamin Bruckman
Former positions of David Benjamin Bruckman
Companies | Position | Start | 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. | Chief Executive Officer | - | - |
Head of Private Banking | - | - |
Training of David Benjamin Bruckman
Union College (New York) | Undergraduate Degree |
Pace University | Graduate Degree |
Syracuse University College of Law | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Graduate Degree | 2 |
Chief Executive Officer | 1 |
Head of Private Banking | 1 |
Sectoral
Consumer Services | 4 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |