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Profil
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.
Anciens postes connus de David Benjamin Bruckman
| Sociétés | Poste | Fin |
|---|---|---|
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Directeur Général | - |
Formation de David Benjamin Bruckman
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
42
Relations au 1er degré
4
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Union College (New York)
 Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Finance |
Syracuse University College of Law
 Syracuse University College of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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