Experience

Sandra Beebe is a director in the Business Management and Family Office Practice. She works primarily with registered investment advisors and those operating in the personal wealth and fiduciary services industries. Sandra has nearly 30 years of experience serving clients in these industries.

Sandra was a manager of the Family Office and Business Support Services Practice for 21 years at Untracht Early, which joined Citrin Cooperman in 2022. In this role, Sandra worked with the firm’s clients in a personal CFO capacity, in addition to serving in the Assurance Services Practice as a senior accountant.