UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced that The Rosegarten/Rubin Financial Group, an advisor team in their 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams and Forbes Top Wealth Advisors lists for 2024. Founded over 30 years ago by David Rosegarten and Miles Rubin, the team is known for providing expert financial advice to prominent executives, business owners, corporations, and non-profit organizations.
The team specializes in total portfolio planning, focusing on long-term asset growth, fixed income strategy, retirement planning, asset allocation, and risk management. Both David and Miles have been recognized individually on the Forbes Best-in-State Wealth Advisors list for several consecutive years. The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 includes over 4,100 teams managing approximately $5.1 trillion in client assets.
UBS Wealth Management USA ha annunciato che Il Gruppo Finanziario Rosegarten/Rubin, un team di consulenti nel loro ufficio di 299 Park Avenue, è stato inserito nelle liste dei Forbes Best-In-State Wealth Management Teams e Forbes Top Wealth Advisors per il 2024. Fondato oltre 30 anni fa da David Rosegarten e Miles Rubin, il team è noto per fornire consulenze finanziarie esperte a dirigenti di alto profilo, imprenditori, aziende e organizzazioni non profit.
Il team si specializza in pianificazione totale del portafoglio, concentrandosi sulla crescita patrimoniale a lungo termine, strategie di reddito fisso, pianificazione della pensione, allocazione degli asset e gestione del rischio. Sia David che Miles sono stati riconosciuti individualmente nella lista dei Forbes Best-in-State Wealth Advisors per diversi anni consecutivi. La lista 2024 dei Forbes/SHOOK Best-In-State Wealth Management Teams include oltre 4.100 team che gestiscono circa 5,1 trilioni di dollari in beni dei clienti.
UBS Wealth Management USA anunció que El Grupo Financiero Rosegarten/Rubin, un equipo de asesores en su oficina de 299 Park Avenue, ha sido incluido en las listas de Los Mejores Equipos de Gestión de Patrimonios por Estado de Forbes y Los Mejores Asesores de Patrimonio de Forbes para 2024. Fundado hace más de 30 años por David Rosegarten y Miles Rubin, el equipo es conocido por proporcionar asesoría financiera experta a ejecutivos prominentes, propietarios de negocios, corporaciones y organizaciones sin fines de lucro.
El equipo se especializa en planificación total de portafolios, enfocándose en el crecimiento de activos a largo plazo, estrategias de ingresos fijos, planificación de jubilación, asignación de activos y gestión de riesgos. Tanto David como Miles han sido reconocidos individualmente en la lista de Los Mejores Asesores de Patrimonio por Estado de Forbes durante varios años consecutivos. La lista 2024 de los Equipos de Gestión de Patrimonios por Estado de Forbes/SHOOK incluye más de 4,100 equipos que gestionan aproximadamente 5.1 billones de dólares en activos de clientes.
UBS 자산 관리 USA는 로즈가르텐/루빈 금융 그룹이 299 파크 애비뉴 사무실에 위치한 자문 팀으로서 포브스 주별 최고 자산 관리 팀 및 포브스 2024년도 최고 자산 상담사 목록에 이름을 올렸다고 발표했습니다. 30년 이상 전 데이비드 로즈가르텐과 마일스 루빈에 의해 설립된 이 팀은 저명한 경영자, 사업주, 기업 및 비영리 단체에 전문가 재정 상담을 제공하는 것으로 잘 알려져 있습니다.
이 팀은 전체 포트폴리오 계획을 전문으로 하며, 장기 자산 성장, 고정 수입 전략, 은퇴 계획, 자산 배분 및 위험 관리에 중점을 두고 있습니다. 데이비드와 마일스는 여러 해 연속으로 포브스 주별 최고 자산 상담사 목록에 개인적으로 인정받았습니다. 2024년도 포브스/SHOOK 주별 최고의 자산 관리 팀 목록에는 약 5.1 조 달러의 고객 자산을 관리하는 4,100개 이상의 팀이 포함되어 있습니다.
UBS Wealth Management USA a annoncé que Le Groupe Financier Rosegarten/Rubin, une équipe de conseillers dans leur bureau de 299 Park Avenue, a été nommé dans les listes des Meilleures Équipes de Gestion de Patrimoine par État de Forbes et des Meilleurs Conseillers en Patrimoine de Forbes pour 2024. Fondée il y a plus de 30 ans par David Rosegarten et Miles Rubin, l'équipe est connue pour fournir des conseils financiers d'expert à des dirigeants éminents, des propriétaires d'entreprises, des sociétés et des organisations à but non lucratif.
L'équipe se spécialise dans la planification totale de portefeuilles, en se concentrant sur la croissance des actifs à long terme, la stratégie de revenu fixe, la planification de la retraite, l'allocation d'actifs et la gestion des risques. David et Miles ont été reconnus individuellement dans la liste des meilleurs conseillers en patrimoine de Forbes pendant plusieurs années consécutives. La liste 2024 des Meilleures Équipes de Gestion de Patrimoine par État de Forbes/SHOOK comprend plus de 4 100 équipes gérant environ 5,1 trillions de dollars d'actifs clients.
UBS Wealth Management USA hat bekannt gegeben, dass Die Rosegarten/Rubin Finanzgruppe, ein Beraterteam in ihrem Büro in der 299 Park Avenue, in die Forbes Bestenliste der Vermögensverwaltungsteams nach Bundesstaat und die Forbes Liste der Top-Vermögensberater 2024 aufgenommen wurde. Das Team wurde vor über 30 Jahren von David Rosegarten und Miles Rubin gegründet und ist bekannt dafür, prominenten Führungskräften, Geschäftsinhabern, Unternehmen und Non-Profit-Organisationen fachkundige Finanzberatung zu bieten.
Das Team hat sich auf insgesamte Portfolioplanung spezialisiert und konzentriert sich auf langfristiges Vermögenswachstum, Strategien für feste Einkommen, Altersvorsorge, Asset-Allokation und Risikomanagement. Sowohl David als auch Miles wurden in den letzten Jahren wiederholt in der Forbes Bestenliste der Vermögensberater nach Bundesstaat ausgezeichnet. Die Forbes/SHOOK Bestenliste der Vermögensverwaltungsteams nach Bundesstaat 2024 umfasst über 4.100 Teams, die etwa 5,1 Billionen Dollar an Kundenvermögen verwalten.
- The Rosegarten/Rubin Financial Group named to Forbes Best-In-State Wealth Management Teams and Top Wealth Advisors lists for 2024
- Team founders have been recognized individually on Forbes Best-in-State Wealth Advisors list for multiple years
- Team manages relationships with prominent executives, business owners, corporations, and non-profit organizations
- Specializes in total portfolio planning with expertise in long-term asset growth and various financial strategies
- None.
“We are extremely proud that The Rosegarten/Rubin Financial Group was once again recognized on these prestigious lists,” said Daniel Shepler, Managing Director and Market Director of the 299 Park Avenue office at UBS Wealth Management
Founded by David Rosegarten and Miles Rubin over thirty years ago, The Rosegarten/Rubin Financial Group is responsible for relationships with some of the country’s most prominent executives, business owners, corporations, not-for-profit organizations and foundations. They have built their reputation by providing total portfolio planning with an expertise in long-term asset growth, fixed income strategy, retirement planning, asset allocation and risk management coupled with outstanding client service and care.
For many years running, David and Miles have both been recognized by Forbes as top advisors in
The Rosegarten/Rubin Financial Group consists of David Rosegarten, Miles Rubin, Michelle Perr, Victoria Saylor, Joanna Prasinos and Jennifer Fragetti.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately
For the full list and further information, visit www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
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Media:
Christina Aquilina
Christina.aquilina@ubs.com
https://www.ubs.com
Source: UBS
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