SPECIALISTS

David Dalfonzo

Director, Citrin Cooperman Advisors LLC

Experience

David Dalfonzo serves as a director in the Business Management and Family Office Practice.  In his role, David puts his experience in audits, administration, operations, compliance, investor relations, technology, and pricing to best use by developing strategies and improving processes to drive business performance across financial services and family office client bases.

David began his career in public accounting with a specialty in hedge funds (for domestic and offshore hedge funds, fund of funds, and private equity funds). Most recently, he was the controller, director, and associate partner of a prominent, multi-billion-dollar New York-based trading and investment firm where he had primary oversight responsibility for the accounting and reporting function. David was critical in both strategic decision-making and maintaining high standards through the implementation of controls and procedures to support a sophisticated, multi-dimensional back office. His passion for technology helped fuel the development of various proprietary accounting and reporting systems designed to streamline the use of company-wide data and reporting.

David was a senior manager in the Advisory Services, Family Office Services Practice for nearly six years at Untracht Early, which joined Citrin Cooperman in 2022.

CREDENTIALS

Education

Bachelor of Science in Accounting, University of Delaware

Bachelor of Science in Business Administration, University of Delaware

Licenses

Certified Public Accountant in the state of New Jersey

Affiliations

Member, New Jersey Society of Certified Public Accountants (NJCPA)

WORK-LIFE BALANCE

Community Involvement

David enjoys volunteering his time with kids on the baseball field as a coach, mentor, and board member for his local little league baseball organization.

Outside the Office

David likes to run, bike, and play golf when not spending time with his family.

Get in touch with David Dalfonzo today.

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

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Never let the fear of striking out keep you from coming up to bat.

Get in touch with David Dalfonzo today.

Fill out the form below to get in direct contact with David Dalfonzo 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.

Home Office
icon NEW JERSEY Florham Park: T: (973) 218-0500