Alan Harry Mandeloff

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Consumer Services

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Profile

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.

Former positions of Alan Harry Mandeloff

Companies	Position	End
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	2016-02-29

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Private companies	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

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