Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management
UBS Private Wealth Management has announced that Michael Rubenstein is joining The Matina Group at UBS in Naples, Florida. Rubenstein, who brings over 15 years of experience in legal and wealth management industries, will focus on business development, relationship management, trust, estate and financial planning, and investment management.
The Matina Group, a thirteen-person multigenerational team with offices in Naples, Short Hills, and New York City, has been serving clients across the U.S. for over two decades. Rubenstein previously worked as a senior fiduciary advisor for a bank trust company and holds multiple credentials including JD, MBA, LL.M, and CTFA. He is licensed to practice law in Florida and New Jersey.
A Southwest Florida native, Rubenstein graduated cum laude from Vanderbilt University and holds advanced degrees from the University of Miami and Villanova University. He is actively involved in the community, serving on various boards including the Jewish Federation of Greater Naples and the Starabilty Foundation.
UBS Private Wealth Management ha annunciato che Michael Rubenstein si unisce al Matina Group di UBS a Napoli, Florida. Rubenstein, che porta con sé oltre 15 anni di esperienza nei settori legale e della gestione patrimoniale, si concentrerà sullo sviluppo commerciale, la gestione delle relazioni, i trust, la pianificazione patrimoniale e finanziaria, e la gestione degli investimenti.
Il Matina Group, un team multigenerazionale di tredici persone con uffici a Napoli, Short Hills e New York City, ha servito clienti in tutto il territorio degli Stati Uniti per oltre due decenni. Rubenstein ha precedentemente lavorato come consulente fiduciario senior per una società fiduciaria bancaria e possiede molteplici credenziali tra cui JD, MBA, LL.M e CTFA. È abilitato a esercitare la professione legale in Florida e nel New Jersey.
Originario del Sud-ovest della Florida, Rubenstein si è laureato cum laude alla Vanderbilt University e ha conseguito titoli avanzati presso l'University of Miami e la Villanova University. È attivamente coinvolto nella comunità, servendo in vari consigli, tra cui quello della Jewish Federation of Greater Naples e della Starabilty Foundation.
UBS Private Wealth Management ha anunciado que Michael Rubenstein se une al Matina Group de UBS en Nápoles, Florida. Rubenstein, que aporta más de 15 años de experiencia en las industrias legal y de gestión de patrimonio, se centrará en el desarrollo empresarial, la gestión de relaciones, los fideicomisos, la planificación patrimonial y financiera, y la gestión de inversiones.
El Matina Group, un equipo multigeneracional de trece personas con oficinas en Nápoles, Short Hills y Nueva York, ha estado sirviendo a clientes en los EE. UU. durante más de dos décadas. Rubenstein trabajó anteriormente como asesor fiduciario senior para una empresa de fideicomisos bancarios y posee múltiples credenciales, incluyendo JD, MBA, LL.M y CTFA. Está licenciado para ejercer la abogacía en Florida y Nueva Jersey.
Nacido en el suroeste de Florida, Rubenstein se graduó cum laude de la Vanderbilt University y tiene títulos avanzados de la University of Miami y la Villanova University. Participa activamente en la comunidad, sirviendo en varias juntas, incluida la Jewish Federation of Greater Naples y la Starabilty Foundation.
UBS 프라이빗 웰스 매니지먼트는 마이클 루벤스타인이 플로리다주 네이플스에 있는 UBS의 마티나 그룹에 합류한다고 발표했습니다. 루벤스타인은 법률 및 자산 관리 산업에서 15년 이상의 경험을 보유하고 있으며, 비즈니스 개발, 관계 관리, 신탁 및 재산, 재정 계획, 그리고 투자 관리에 집중할 예정입니다.
마티나 그룹은 네이플스, 쇼트힐스 및 뉴욕시에 사무소를 두고 있는 13명의 다세대 팀으로, 20년 넘게 미국 전역의 고객들에게 서비스를 제공해왔습니다. 루벤스타인은 이전에 은행 신탁 회사의 선임 예탁 자문으로 근무했으며 JD, MBA, LL.M, CTFA 등 다양한 자격증을 보유하고 있습니다. 그는 플로리다와 뉴저지에서 법률을 시행할 수 있는 면허를 보유하고 있습니다.
플로리다 남서부 출신인 루벤스타인은 밴더빌트 대학교에서 우등으로 졸업하고 마이애미 대학교와 빌라노바 대학교에서 석사 학위를 취득했습니다. 그는 커뮤니티에 적극적으로 참여하고 있으며, 이스라엘 연합회와 스타빌리티 재단 등 다양한 이사회에서 활동하고 있습니다.
UBS Private Wealth Management a annoncé que Michael Rubenstein rejoint le Matina Group d'UBS à Naples, en Floride. Rubenstein, qui possède plus de 15 ans d'expérience dans les secteurs juridique et de la gestion de patrimoine, se concentrera sur le développement commercial, la gestion des relations, les fiducies, la planification patrimoniale et financière, et la gestion des investissements.
Le Matina Group, une équipe multigénérationnelle de treize personnes avec des bureaux à Naples, Short Hills et New York, sert des clients à travers les États-Unis depuis plus de deux décennies. Rubenstein a précédemment travaillé comme conseiller fiduciaire senior pour une société de fiducie bancaire et détient plusieurs qualifications, notamment JD, MBA, LL.M et CTFA. Il est autorisé à exercer le droit en Floride et au New Jersey.
Native du sud-ouest de la Floride, Rubenstein a obtenu son diplôme cum laude de la Vanderbilt University et détient des diplômes avancés de l'University of Miami et de la Villanova University. Il est activement impliqué dans la communauté, siégeant à divers conseils, y compris celui de la Jewish Federation of Greater Naples et de la Starabilty Foundation.
UBS Private Wealth Management hat bekannt gegeben, dass Michael Rubenstein der Matina Group von UBS in Naples, Florida, beitritt. Rubenstein bringt über 15 Jahre Erfahrung in den Bereichen Recht und Vermögensverwaltung mit und wird sich auf Geschäftsentwicklung, Beziehungsmanagement, Treuhand-, Nachlass- und Finanzplanung sowie Investmentmanagement konzentrieren.
Die Matina Group ist ein multigenerationales Team von dreizehn Personen mit Büros in Naples, Short Hills und New York City, das seit über zwei Jahrzehnten Kunden in den USA betreut. Rubenstein arbeitete zuvor als senior fiduciary advisor für eine Banktrustgesellschaft und hat mehrere Qualifikationen, darunter JD, MBA, LL.M und CTFA. Er ist in Florida und New Jersey als Anwalt zugelassen.
Ursprünglich aus Südwestflorida, hat Rubenstein cum laude an der Vanderbilt University abgeschlossen und besitzt weitere Abschlüsse von der University of Miami und der Villanova University. Er engagiert sich aktiv in der Gemeinschaft und sitzt in verschiedenen Vorständen, darunter der Jewish Federation of Greater Naples und der Starabilty Foundation.
- Addition of experienced professional with 15+ years in legal and wealth management
- Expansion of team capabilities with multi-credentialed advisor (JD, MBA, LL.M, CTFA)
- Strategic growth in important Florida market
- None.
Pictured: Michael Rubenstein (Photo: Business Wire)
With offices in
“We are incredibly proud to welcome Michael to our exceptional team, The Matina Group at UBS,” said Joe Matina, Managing Director and Private Wealth Advisor at UBS. “His dedication to providing superior service and financial advice aligns perfectly with our commitment to delivering an unparalleled client experience. We look forward to the positive impact Michael will have on our team and our clients.”
Michael previously served as a senior fiduciary advisor for a bank trust company and brings over 15 years of experience in the legal and wealth management industries. He holds a JD, MBA, LL.M, CTFA, and is licensed to practice law in both
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“Michael brings invaluable knowledge and expertise to UBS and our clients, having worked successfully in this
Michael shares The Matina Group’s unwavering commitment to the local community. He currently serves as a board member of the Jewish Federation of
Notes to Editors
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Media Contact:
Christina Aquilina
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Source: UBS
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