Citrin Cooperman
David Dalfonzo is a seasoned finance professional currently serving as Managing Director at Citrin Cooperman since August 2022, where responsibilities include overseeing Business Management and Family Office services. Prior to this role, David worked at Untracht Early as Senior Manager in Advisory Services with a focus on Family Office Services from January 2017 to August 2022. David's extensive experience also includes a long tenure at Caxton Associates from June 2003 to September 2016, where the position held was Partner, Director, and Controller. Additionally, David began a career at Rothstein Kass as a Senior Accountant from 2000 to 2003. Academically, David holds a Bachelor's degree in Accounting and a Bachelor of Business Administration with a double major in Finance and Management from the University of Delaware, completed between 1996 and 2000.
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