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David Segelman

David SegelmanDavid Segelman, CPA, MST
Senior Tax Manager
(973) 994-9494 ext. 117

When David Segelman joined SobelCo, he brought with him more than a decade of deep experience serving high net worth individuals and their families while also working closely with Partnerships, and S Corps in the New Jersey/New York market. David has earned a reputation for his experience in the real estate, manufacturing and distribution, retail, pharmaceutical and transportation industries that complements his expertise in consulting to owners in the middle-market, closely-held business community. 

While David’s career has included serving in leadership roles in some of the state’s largest regional CPA firms, over the years he has also assumed the role of CFO for wealthy families. As such, he offers the SobelCo clients two interesting perspectives, one as an external trusted advisor CPA, and the other as an internal resource. In this way he has a broad consultative approach that gives our clients an additional competitive advantage.

Credentials and Professional Associations

  • Member, American Institute of CPAs
  • Member, New Jersey Society of CPAs

Community Involvement and Philanthropy

  • YMCA youth group leader
  • Provided family financial planning to post 9/11 victims
  • Local sports recreation coach

Education

  • Bachelors of Arts: Political Science, SUNY at Binghamton, Binghamton. NY
  • Master of Science: Accounting, SUNY at Binghamton, Binghamton, NY
  • Master of Science: Taxation, Fairleigh Dickinson University, Madison, NJ