Experience

Michael has over 15 years of experience working with ultra-high net worth clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan.  Michael has extensive experience working with families with complex structures that include real assets, concentrated holdings, and philanthropic entities.

Michael joined Citrin Cooperman in 2010 to assist in building out the Business Management and Family Office Practice.  After growing Citrin Cooperman Wealth Management, LP to over $1 billion of assets under management, Michael helped to integrate that entity with the Business Management and Family Office Practice.

Prior to joining Citrin Cooperman, Michael assisted in building out the wealth management subsidiary of a New York-based multi-family office, where he served as a senior analyst until joining Citrin Cooperman.