David is a Partner at Schulman Lobel LLP. A Certified Public Accountant, he spent his first 20 years in the public accounting field. He later expanded his expertise into the financial services industry, focusing on the broker-dealer, hedge funds, and venture funds categories — areas he’s been specializing in for the past 14 years.

Today, David is putting his combined financial knowledge to work for our firm’s high net worth individuals to provide them with a broad range of critical tax and financial services. Using his expertise, David helps them navigate the complex financial challenges they face, including tax compliance and reporting, audit and financial reporting, and estate and trust taxes.

Prior to joining Schulman Lobel, David was a Partner at Tanton Grubman CPAs LLP.

Education & Licenses

David received his Bachelor of Science in Accounting from Marist College and holds a CPA License in New York.

ACHIEVEMENTS & AFFILIATIONS

David is currently a New York State Certified Public Accountant (NYSCPA) and a member of the American Institute of Certified Public Accountants (AICPA).