David Benjamin Bruckman

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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	Directeur Général	-

Formation de David Benjamin Bruckman

Union College (New York)	Undergraduate Degree
Pace University	Graduate Degree
Syracuse University College of Law	Graduate Degree