SPECIALISTS
Steven M. Swartz
Partner, Citrin Cooperman Advisors LLC
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Experience
Steven M. Swartz is a partner with more than 30 years of professional financial and accounting experience. Steven provides tax and accounting services, as well as financial reporting, litigation support, and management advisory services.
Prior to joining Citrin Cooperman, Steven was a partner at Gold Gerstein Group LLC, which joined the firm in 2023.
CREDENTIALS
Education
Bachelor of Science, Dual Major in Accounting and Marketing, Drexel University
Licenses
Certified Public Accountant in the State of New Jersey
Personal Financial Specialist
Insurance Producer License – Life, Accident, Health, or Sickness
Series 7 – General Securities License
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New Jersey Society of Certified Public Accountants (NJSCPA)
Presentations & Publications
Steven has been featured in the Wall Street Journal, The New York Times, The Real Deal, and Real Estate Weekly.
WORK-LIFE BALANCE
Community Involvement
Steven has served on the boards of several charitable organizations. Currently, he serves as a board member of the Boys and Girls Club of Camden County, New Jersey.
Get in Touch with Steven Today
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