SPECIALISTS
Alexis Lamont
Director, Citrin Cooperman Advisors LLC
Experience
Alexis is a director in Citrin Cooperman’s Global Private Client and Family Office Services Practice.
Alexis has extensive expertise in individual and trust taxation, developed over seven years at a high-net-worth single-family office. There, she gained a deep understanding of the complex tax issues unique to affluent clients and became a business insight resource for nuanced tax strategies. Alexis is committed to delivering exceptional service, and she empowers clients with clarity and confidence so they can make informed financial decisions.
Previously, Alexis was a senior manager at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026.
CREDENTIALS
Education
B.S. in Accountancy, Summa Cum Laude, Bentley University
M.S. in Taxation with Distinction Honors, Bentley University
Graduate Certificate in Personal Financial Planning, Bentley University
Paralegal Certificate, University of Massachusetts
Licenses
Certified Public Accountant in the Commonwealth of Massachusetts
Notary Public in the Commonwealth of Massachusetts
Affiliations
Member, New England Society of CPAs (NECPAs)
Get in Touch with Alexis Today
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I love what I do because there’s always something new to learn. I strive to make taxes less intimidating by meeting clients where they are, empowering them with knowledge and providing peace of mind that I’ll be there to help them navigate any challenges that arise.