Citrin Cooperman Wealth Management, a New York-based registered investment advisor, has appointed Daniel DeSimone as director of its Norwalk, Connecticut office.

DeSimone brings over 15 years of investment management experience to the role, most recently as a principal and senior investment advisor at Lowenhaupt Global Advisors in St Louis. Prior to that, he was vice president of the private client group at Fidelity Investments. 

At CCWM, he will work closely with high net worth individuals in areas of personal financial planning, wealth preservation, investments and estate planning. 

The company serves clients across the US through its offices in New York, Philadelphia, White Plains, Springfield and Norwalk. It has some $650 million in assets under management.