David Bruckman, JD, MS Tax
Managing Director
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.