Our History

Citrin Cooperman Wealth Management (CCWM) was originally founded in the great city of Philadelphia in 1997 by Alan Mandeloff, CFP, CPA, who is CCWM’s president. Alan – at the time a partner with the accounting firm of YMSR – had the vision to offer investment advisory services to his tax clients. This vision resulted in the formation of a registered investment advisor firm called YMSR Advisors, Inc. When YMSR merged with Citrin Cooperman, YMSR Advisors changed its name to Citrin Cooperman Wealth Management, and since then, has tremendously grown in size, scope, and sophistication.

CCWM now serves clients from all over the United States and abroad from our 5 offices located in New York City; Philadelphia, PA; White Plains, NY; Springfield, NJ; and Norwalk, CT. In addition to managing assets and providing investment advisory services, CCWM offers personal financial planning, insurance solutions, cash management, and family office services. Our employees and partners take great pride in CCWM’s independence and devotion to client service. Our clients include wealthy individuals and families, businesses, retirement plans, and trusts.

Today, CCWM has assets under management in excess of $1,400,000,000.