| Angela is a partner in the Business Management and Family Office group, specializing in planning, money management assistance, investment portfolio tracking, and a variety of other services tailored to each client’s individual needs. As a CERTIFIED FINANCIAL PLANNER™ , she has experience guiding clients on how to best meet their personal financial goals with strategies designed to help them protect and preserve wealth for generations to come. Angela was an executive director at Untracht Early, which joined Citrin Cooperman in 2022. During her tenure with Untracht Early, Angela also served in the roles of senior manager in the firm’s assurance practice, as well as a member of both the quality control team and the peer review team. Prior to joining Untracht Early, her experience included working with a Big Eight accounting firm and with public company clients and SEC filings. |  |