David Pilaitis, CFP®
Director and Chief Compliance Officer
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.