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Storia della carriera di David Benjamin Bruckman
Precedenti posizioni note di David Benjamin Bruckman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Citrin Cooperman Wealth Management LP
![]() Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Amministratore Delegato | - | - |
Responsabile della banca privata | - | - |
Formazione di David Benjamin Bruckman
Union College (New York) | Undergraduate Degree |
Syracuse University College of Law | Graduate Degree |
Pace University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Graduate Degree | 2 |
Chief Executive Officer | 1 |
Head of Private Banking | 1 |
Settori
Consumer Services | 4 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
Citrin Cooperman Wealth Management LP
![]() Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Finance |