David Pilaitis Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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David Pilaitis Location
- West Deptford, NJ, US
David Pilaitis Work
- 2025 -now Managing Director @
- 2016 -2025 Partner @
- 2007 -2016 Partner and Chief Compliance Officer @ Citrin Cooperman Wealth Management, LP
- 2003 -2007 Manager @
- 2000 -2003 Financial Planner @ Vanguard PFP
David Pilaitis Education
- Temple University
BS (Finance)
David Pilaitis Skills
- Securities
- Investment Advisory
- Wealth Management
- Financial Risk
- Due Diligence
- Tax
- Hedge Funds
- Mutual Funds
- Trading
- Strategic Financial Planning
- Alternative Investments
- Equities
- Estate Planning
- Investment Management
- Income Tax
- Asset Allocation
- Strategy
- Training
- Accounting
- Marketing
David Pilaitis Summary
- David Pilaitis, based in West Deptford, NJ, US, is currently a Managing Director at United Capital Financial Advisors, LLC. David Pilaitis brings experience from previous roles at Apexium Financial, Citrin Cooperman Wealth Management, LP, Ernst & Young/myCIO Wealth Partners and Vanguard PFP. David Pilaitis holds a BS in Finance @ Temple University. With a robust skill set that includes Securities, Investment Advisory, Wealth Management, Financial Risk, Due Diligence and more. David Pilaitis has 3 emails and 3 mobile phone numbers on RocketReach.
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