Alan Mandeloff is a partner with more than 35 years of experience providing tax, financial planning, and investment advisory services to businesses and high net worth individuals. He works with an array of clients, with an emphasis on the financial services and real estate industries. Prior to joining Citrin Cooperman, Alan served for eight years as partner-in-charge of the investment advisory firm YMSR Advisors, Inc., which joined Citrin Cooperman in 2007 to form Citrin Cooperman Wealth Management, currently known as Apexium Financial, LP. Alan was instrumental in bringing this specialized range of wealth management services to the firm’s clients. His extensive work in offering financial pl