Management Team
David Bruckman, JD, MS Tax - Managing Director
Alan Mandeloff, CPA, CFP, PFS - President
David Pilaitis, CFP - Director and Chief Compliance Officer
David Bruckman, JD, MS Tax
Managing Director
“There are few things more rewarding than helping clients ensure their financial future and provide for their families. It's a challenge that I enjoy undertaking every day.”
As Managing Director of Citrin Cooperman Wealth Management LP, David B. Bruckman 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.
David has 20 years' experience offering sophisticated wealth management services in the areas of estate planning, financial planning, charitable planning, investment planning, and life insurance. He has written articles on deferred compensation, life insurance, estate planning, and taxation that have been published in The New York Law Journal, The CPA Journal, The National Underwriter, The Westchester County Bar Journal and the Journal of Financial Planning.
Prior to joining Citrin Cooperman, David served as a financial advisor and principal at Clarfeld Financial Advisors, Inc. He also 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.
David earned his BA from Union College, his JD from Syracuse University Law School, and his Masters in Taxation from Pace University Lubin School of Business. He is admitted to practice law in New York and Connecticut and is a member of the Westchester County Bar Association and of its Trusts & Estates Committee. He also serves as the Chairman of the Tax Section of the Westchester County Bar Association.
David resides in Rye Brook, NY and enjoys tennis, platform tennis, and reading.
Alan Mandeloff, CPA, CFP, PFS
President
“I always enjoy the role I play in helping my clients successfully reach their financial goals."
Alan focuses his practice on financial planning and investment advice for businesses and individuals.
Alan is president of Citrin Cooperman Wealth Management, LP. Prior to joining the firm in 2007, Alan 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. Alan is also a partner of Citrin Cooperman & Company, LLP.
Alan earned his bachelors degree from Temple University. He is a licensed CPA in Pennsylvania, and is a licensed CFP (Certified Financial Planner) and PFS (Personal Financial Specialist). He is a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs.
David Pilaitis, CFP
Director and Chief Compliance Officer
"Because no two clients are the same, I take the time to understand their specific needs, and to create an investment and portfolio strategy designed to provide them with the best chance to meet their goals."
David Pilaitis is a director and chief compliance officer with Citrin Cooperman Wealth Management LP, registered investment advisors formerly known as YMSR Advisors. David provides comprehensive financial planning and investment advisory services to the firm's clients including high net worth individuals, corporate executives, trusts and small pension plans.
David joined the firm in July 2007, and previously was manager in the Philadelphia office of global accounting firm Ernst & Young, in the firm's investment advisory services practice.
David earned his bachelors degree from Temple University in economics and finance, and is a Certified Financial Planner (CFP). David also earned a Certificate in Estate Planning from Villanova University Law School.