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Citrin Cooperman Expands Business Management & Family Office Practice with Acquisition of California-Based Kaufman Bernstein Lee & Robert

New York (November 2, 2022) – Citrin Cooperman has announced the acquisition of Kaufman Bernstein Lee & Robert (KBLR). The Los Angeles-based firm will join Citrin Cooperman’s established Business Management & Family Office (BMFO) practice and become the twelfth Citrin Cooperman acquisition of 2022. With over five decades of experience, KBLR focuses primarily on providing business management services to the entertainment industry and high-net-worth individuals.

“Joining Citrin Cooperman has created so much excitement not only for us as a firm, but for our clients as well,” shared Jean Lee and Howard Bernstein of KBLR. “We know we are joining a firm that shares our values and can help us support our clients with expanded resources while understanding the unique needs of the market.”

“We are thrilled to be welcoming the KBLR team,” said Citrin Cooperman CEO Alan Badey. “They are an incredibly talented group of people who share our passion for superior client service and our continuous drive towards excellence.”

Jamie Montanio, co-practice leader of Citrin Cooperman’s Business Management & Family Office Practice relayed similar sentiments, “Our practice has experienced tremendous growth over the past several years. Howard, Jean, and their team will help strengthen our West Coast presence in the business management and entertainment industry and we look forward to a bright future with the addition of KBLR to the Citrin Cooperman team.”

“What made KBLR stand out to us was the similarities in culture and skill set, they have an incredibly deep understanding of the entertainment industry, and, consistent with our established BMFO practice, focus on bringing value to their clients every day.” said Citrin Cooperman Managing Partner of Advisory Services Richard DeRienzo.

About Citrin Cooperman: Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 275 partners and a total of over 1900 people across the U.S. and India. For more information, please visit, and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

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