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, based in the 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team, founded by David Rosegarten and Miles Rubin over thirty years ago, manages relationships with prominent executives, business owners, corporations, and foundations.
The team specializes in total portfolio planning, focusing on long-term asset growth, fixed income strategy, retirement planning, asset allocation, and risk management. They have consistently received recognition, appearing on the Forbes Best-in-State Wealth Management Teams list for three consecutive years (2023-2025). Both founders have also been recognized individually on the Forbes Best-in-State Wealth Advisors list for four consecutive years.
UBS Wealth Management USA ha annunciato che il Rosegarten/Rubin Financial Group, con sede nell'ufficio di 299 Park Avenue, è stato inserito nella lista delle Migliori Squadre di Wealth Management per Stato di Forbes per il 2025. Il team, fondato da David Rosegarten e Miles Rubin oltre trent'anni fa, gestisce le relazioni con importanti dirigenti, imprenditori, aziende e fondazioni.
Il team è specializzato nella pianificazione totale del portafoglio, concentrandosi sulla crescita patrimoniale a lungo termine, sulla strategia di reddito fisso, sulla pianificazione della pensione, sull'allocazione degli attivi e sulla gestione del rischio. Hanno costantemente ricevuto riconoscimenti, apparendo nella lista delle Migliori Squadre di Wealth Management per Stato di Forbes per tre anni consecutivi (2023-2025). Entrambi i fondatori sono stati anche riconosciuti individualmente nella lista dei Migliori Consulenti Patrimoniali per Stato di Forbes per quattro anni consecutivi.
UBS Wealth Management USA anunció que el Rosegarten/Rubin Financial Group, con sede en la oficina de 299 Park Avenue, ha sido incluido en la lista de los Mejores Equipos de Gestión Patrimonial por Estado de Forbes para 2025. El equipo, fundado por David Rosegarten y Miles Rubin hace más de treinta años, gestiona relaciones con destacados ejecutivos, propietarios de negocios, corporaciones y fundaciones.
El equipo se especializa en la planificación total de carteras, centrándose en el crecimiento de activos a largo plazo, estrategias de ingresos fijos, planificación de jubilación, asignación de activos y gestión de riesgos. Han recibido constantemente reconocimiento, apareciendo en la lista de los Mejores Equipos de Gestión Patrimonial por Estado de Forbes durante tres años consecutivos (2023-2025). Ambos fundadores también han sido reconocidos individualmente en la lista de los Mejores Asesores Patrimoniales por Estado de Forbes durante cuatro años consecutivos.
UBS Wealth Management USA는 299 Park Avenue 사무소에 본사를 둔 Rosegarten/Rubin Financial Group이 2025년 포브스 주별 최고의 자산 관리 팀 목록에 선정되었다고 발표했습니다. 이 팀은 30년 이상 전에 David Rosegarten과 Miles Rubin에 의해 설립되었으며, 저명한 경영진, 사업주, 기업 및 재단과의 관계를 관리합니다.
이 팀은 전체 포트폴리오 계획에 전문화되어 있으며, 장기 자산 성장, 고정 소득 전략, 은퇴 계획, 자산 배분 및 리스크 관리에 중점을 둡니다. 그들은 3년 연속(2023-2025) 포브스 주별 최고의 자산 관리 팀 목록에 이름을 올리며 지속적으로 인정을 받아왔습니다. 두 창립자 모두 포브스 주별 최고의 자산 고문 목록에 4년 연속으로 개인적으로 인정받았습니다.
UBS Wealth Management USA a annoncé que le Rosegarten/Rubin Financial Group, basé au bureau de 299 Park Avenue, a été nommé dans la liste des Meilleures Équipes de Gestion de Patrimoine par État de Forbes pour 2025. L'équipe, fondée par David Rosegarten et Miles Rubin il y a plus de trente ans, gère les relations avec des dirigeants éminents, des propriétaires d'entreprises, des sociétés et des fondations.
L'équipe est spécialisée dans la planification totale de portefeuille, 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. Ils ont reçu une reconnaissance constante, apparaissant sur la liste des Meilleures Équipes de Gestion de Patrimoine par État de Forbes pendant trois années consécutives (2023-2025). Les deux fondateurs ont également été reconnus individuellement sur la liste des Meilleurs Conseillers en Patrimoine par État de Forbes pendant quatre années consécutives.
UBS Wealth Management USA gab bekannt, dass die Rosegarten/Rubin Financial Group mit Sitz im Büro 299 Park Avenue in die Liste der besten Vermögensverwaltungsteams pro Bundesstaat von Forbes für 2025 aufgenommen wurde. Das Team, das vor über dreißig Jahren von David Rosegarten und Miles Rubin gegründet wurde, pflegt Beziehungen zu prominenten Führungskräften, Geschäftsinhabern, Unternehmen und Stiftungen.
Das Team ist auf die umfassende Portfolioplanung spezialisiert und konzentriert sich auf langfristiges Vermögenswachstum, Strategien für feste Einkünfte, Altersvorsorge, Vermögensallokation und Risikomanagement. Sie haben kontinuierlich Anerkennung erhalten und sind drei Jahre hintereinander (2023-2025) in der Liste der besten Vermögensverwaltungsteams pro Bundesstaat von Forbes aufgeführt. Beide Gründer wurden auch vier Jahre in Folge individuell in der Liste der besten Vermögensberater pro Bundesstaat von Forbes anerkannt.
- Consistent recognition on Forbes Best-in-State lists for three consecutive years demonstrates strong market reputation
- 30+ years of operational history indicates stable business presence
- Team manages relationships with high-value clients including prominent executives and corporations
- None.
“We are extremely proud that The Rosegarten/Rubin Financial Group was once again recognized on this prestigious list,” 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 the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025). David and Miles have also 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 2025 is composed of more than 5,300 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 Contact:
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Source: UBS
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