David M. Barrett, CPA
Partner, Schulman Lobel LLP
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Accounting
• Assurance
• Business Consulting
• Business Management & Family Office
• Financial Planning
• Outsourced CFO Advisory
• Tax Compliance & Reporting
• Audit & Financial Reporting
• Estate & Trust Tax Planning
• Broker-Dealer Accounting & Compliance
• Hedge Fund Accounting
• Venture Fund Advisory
• High-Net-Worth Individual Tax Services
Industries & Expertise
• Family Business
• Internet & Technology
• Nonprofits
• Medical & Professional Practices
• Real Estate & Construction
• Restaurants & Hospitality
• Financial Services & Broker-Dealers
• Hedge Funds & Venture Funds
• High-Net-Worth Individuals & Families
• Family Offices
About David
David is a Partner at Schulman Lobel LLP and Schulman Lobel Advisors, LLC. A Certified Public Accountant, he spent his first 20 years in the public accounting field. He later expanded his expertise into the financial services industry, focusing on the broker-dealer, hedge fund, and venture fund sectors — areas he has specialized in for the past 14 years.
Today, David is putting his combined financial knowledge to work for our firm’s high net worth individuals to provide them with a broad range of critical tax and financial services. Using his expertise, David helps them navigate the complex financial challenges they face, including tax compliance and reporting, audit and financial reporting, and estate and trust taxes.
Prior to joining Schulman Lobel, David was a Partner at Tanton Grubman CPAs LLP.
Education and Licenses
• B.S. in Accounting, Marist College
• Licensed Certified Public Accountant (CPA), New York State
Achievements and Affiliations
• Licensed New York State Certified Public Accountant (NYSCPA)
• Member, American Institute of Certified Public Accountants (AICPA)