David Grumer

Partner, CitrinCooperman

Dave Grumer is a partner with more than 30 years of experience providing business consulting, tax, and audit services. A leading member of the firm’s Financial Services Industry Practice, he advises clients primarily in the financial services industry such as registered brokers and dealers, including registered investment advisors and various investment companies.  Dave has a deep expertise working in the financial services industry. Staying abreast of the latest developments in accounting, taxation, and compliance, he helps clients with all facets of their financial statement and reporting needs, especially in regards to securities industry compliance. He also helps clients in preparing for new regulatory matters that arise and plan for new financial service business opportunities.