![Alan Harry Mandeloff](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Alan H.
Mandeloff, CPA, is President at Citrin Cooperman Wealth Management LP.
Prior to joining the firm in 2007, Mr. Mandeloff served as partner-in-charge of YMSR Advisors, Inc., registered investment advisors, for 8 years.
His extensive work offering financial planning and investment advisory services and proven track record in investment counseling have earned him a loyal following.
He is also a partner of Citrin Cooperman & Company, LLP.
Mr. Mandeloff earned his Bachelors degree from Temple University.
Eerdere bekende functies van Alan Harry Mandeloff
| Bedrijven | Functie | Einde |
|---|---|---|
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | President | 01-03-2016 |
Opleiding van Alan Harry Mandeloff
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
43
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets. | Finance |
