SPECIALISTS

David E. Kells

Partner and Chief Operating Officer, Citrin Cooperman Advisors LLC

Experience

David E. Kells is the chief operating officer at Citrin Cooperman, where he works closely with the firm’s partners and chief executive officer in regards to the operations of the firm’s ten domestic and one international location.

David has more than 25 years of experience in managing operations, human resources, and internal finance issues for both accounting firms and financial institutions. He works out of the firm’s New York City office.

In his role as the chief operating officer, David manages several firm initiatives. As chair of the Employee Benefits Committee, he works with brokers and insurance carriers to design benefit plans that offer the best benefits possible for Citrin Cooperman employees and their families. He also serves as the chair of Citrin Cooperman Cares, the firm’s charitable giving committee, through which he organizes the annual day of service and holiday giving initiatives and works closely with not-for-profit organizations throughout the Northeast United States to find volunteer opportunities that match the firm’s values. Additionally, David serves on the firm’s Compensation Committee, supervising annual performance reviews, as well as salary increases and promotions.

David is responsible for firm-wide facilities, including new construction, relocations, renovations, and negotiating and managing contractors, architects, and designers. Recently, his projects have included relocation and buildout of offices in Livingston, New Jersey and Ahmedabad, India. Additionally, David has managed renovations of several floors in the New York City headquarters, as well as an additional floor in the firm’s Philadelphia office. Currently, he is working towards relocating and upgrading the DC-metro, Long Island, and Providence offices.

Previously, David served as the director of administration and as a chief operating officer for a regional accounting firm.

CREDENTIALS

Education

Bachelor of Science in Business Administration/Finance, Muhlenberg College

Completed Executive Education Coursework in Leadership and Managing People, Columbia University

WORK-LIFE BALANCE

Community Involvement

Previous Chairman of the Board of Directors, Packanack Lake Community Association in Wayne, New Jersey

      Former President and Treasurer

Former Treasurer, Packanack Lake Athletic Association

Get in touch with David E. Kells today.

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“I enjoy the challenges associated with helping Citrin Cooperman achieve its business goals. Strong communications, collaborative effort, and shared goals have always been the keys to my success.”

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Get in touch with David E. Kells today.

Fill out the form below to get in direct contact with David E. Kells and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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