JD, MS TAX, CLU®, Partner
David is a partner at Apexium Financial LP. His passion is finding and employing loopholes and creative techniques to enable his clients to solve problems, capitalize on opportunities and otherwise accomplish their life’s goals. David has over 30 years of experience providing sophisticated wealth management services in the areas of estate planning, personal financial planning, charitable planning, business succession strategies, investment advisory and life insurance design. David also counsels foreign clients and resident aliens on cross border strategies and international wealth transfer.
Prior to joining Apexium Financial LP, David was the managing partner of Citrin Cooperman Wealth Management (CCWM). Before that, he served as a financial advisor and principal at Clarfeld Financial Advisors, Inc. He engaged in the private practice of law in the areas of wills, trusts, and estates. He was an executive vice president of a boutique financial services firm that focused on advanced estate and tax planning for wealthy individuals and families.
David has written articles on various topics including deferred compensation, life insurance, estate planning, personal financial planning, investment strategies, and taxation. His articles have been published in The New York Law Journal, The National Underwriter, the Westchester County Bar Journal, the Journal of Financial Planning, and The Legal Intelligencer. He is also frequently engaged to speak to various groups of tax, legal, and insurance professionals, including the Westchester Country Bar Association, Citrin Cooperman, the New York State Bar Association, Baruch College – Zicklin School of Business, and UJA.
David served as a member of the Board of Directors of the Westchester County Bar Association from 2013-2017, where he also serves on the Board for the Trusts and Estates Section and formerly chaired the Tax Section. He is a member of the New York chapter of the Society of Trust and Estate Practitioners, Forum400, and the Million Dollar Round Table. David is a registered representative of M Holdings Securities, Inc and, previously, served on Lincoln Financial Group’s Premier Partners Advisory Committee.
David earned his B.A. from Union College, his J.D. from Syracuse University Law School, and his Masters in Taxation from Pace University Lubin School of Business. He is admitted to practice law in the States of New York and Connecticut, and in the Tax Court.
David resides in Rye Brook, NY and Danbury, Ct. He enjoys fitness, yoga, swimming, being with his wife, daughters and dog (not necessarily in that order), reading, and travel. Before having cancer he was an avid tennis, platform tennis, and squash player.