Cary Rothman

Wealth Advisor
New York City, New York

Experience and Education

Cary is part of a team that works with clients to analyze their tax situations and offer tax strategies. He also assists the team in implementing charitable giving strategies, stock option planning and IRA beneficiary and distribution planning.

Prior to joining the firm, Cary was a senior associate at Andersen Tax LLC, where he prepared and reviewed federal and state tax returns for partnerships, trusts, private foundations, gift and individuals. He also prepared and reviewed federal and state tax projections and estimated tax payments and coordinated responses to IRS information document requests, interacting with agents regarding income tax audits.

Cary has a bachelor’s degree in economics and business from the University of Rochester and a master’s degree in accounting from the Zicklin School of Business at Baruch College.

Personal Interests

In his spare time, Cary enjoys watching English soccer and eating at new restaurants.

Cary’s Office

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