Head of david lp


Prior to joining Apexium Financial LP, David was a partner and the chief compliance officer at Citrin Cooperman Wealth Management. Before that, David was a manager in the Philadelphia office of global accounting firm Ernst & Young, in the firm’s investment advisory services practice. David earned his bachelors degree from Temple University in economics and finance, and is a Certified Financial Planner (CFP). David also earned a Certificate in Estate Planning from Villanova University Law School.


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