NEW YORK: T: (212) 697-1000
SPECIALISTS
Patrick J. McNamara
Managing Director, Citrin Cooperman Advisors LLC
Experience
Patrick is a managing director in Citrin Cooperman’s Trust and Estates Practice and is based out of the New York City office. Patrick is an experienced professional with over nine years of experience in trusts and estates.
Patrick specializes in all areas of wealth transfer planning and compliance including estate, gift, and generation-skipping transfer tax planning, foreign trust reporting, fiduciary income tax, charitable planning, and fiduciary accounting. His clients include high net worth individuals and corporate executives across various industries.
Prior to joining Citrin Cooperman, Patrick worked at one of the largest accounting firms in the United States for five years and at a small, local firm before that.
CREDENTIALS
Education
Bachelor of Science in Accounting, Siena College
Master of Science in Accounting, Siena College
Licenses
Certified Public Accountant in the State of New York
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
Get in touch with Patrick J. McNamara today.
Fill out the form below to get in direct contact with Patrick J. McNamara and start your personalized consultation journey.
I enjoy working with my clients by helping them achieve their personal goals and guiding them through difficult and challenging decisions.
Get in touch with Patrick J. McNamara today.
Fill out the form below to get in direct contact with Patrick J. McNamara and start your personalized consultation journey.