Experience

Neil is a partner in Citrin Cooperman's Business Management and Family Office Practice. Neil offers guidance to ultra-high-net-worth families, founders, and executives as a business insight resource, helping them navigate complexity and make better decisions across tax, estate, investment, business, and family considerations.

Neil is known for connecting the dots across disciplines, bringing the right people together, and helping clients stay focused on what matters most. He often serves as a single point of accountability across planning, investments, and family office execution.

Prior to joining the firm, Neil served as president and head of the Family Office Practice at an independent multi-family office and RIA serving ultra-high-net-worth families. His experience also includes principal investing, corporate finance, and equity research. He began his career in audit at a Big Four accounting firm.