Daniel J. DeSimone, CFP®
Director
Daniel DeSimone is a director with Citrin Cooperman Wealth Management LP with over 15 years of investment experience. For over a decade, Daniel was a senior executive responsible for managing investment portfolios for high net worth individual and institutional clients at Fidelity Investments as a senior account Executive Vice President of the Private Client Group. Daniel left Fidelity Investments to start Presage Capital Management, LLC, an SEC Registered Investment Advisory, specializing in trading commodities using trend following models and methodologies, where he was President and Chief Investment Officer. Most recently, Daniel served as Principal and Co-Chief Investment Officer for Lowenhaupt Global Advisors, LLC, a prominent multi-family office, where he was charged with overseeing $900MM in ultra-high-net worth family assets invested in hedge funds, private equity, and commodities. He was a senior member of the investment policy committee and head of the estate and tax planning group.
Daniel specializes in providing comprehensive portfolio and wealth management, tax and estate planning services for high net worth individuals, families and trusts. Daniel earned his Bachelor of Science degree, magna cum laude, in finance and accounting management from Northeastern University, holds the CERTIFIED FINANCIAL PLANNER™ designation and is a candidate for the Uniform CPA Examination. He is a member of CFA Institute, New York Society of Securities Analysts, and Financial Planning Association.