Michael Rubenstein Joins UBS Private Wealth Management Team

Michael Rubenstein Joins UBS Private Wealth Management Team

UBS Private Wealth Management is excited to announce the addition of Michael Rubenstein to its exceptional team in Naples, Florida. Rubenstein will play a pivotal role in strengthening The Matina Group at UBS, focusing on business development, relationship management, trust, estate and financial planning, as well as investment management. This latest recruitment signifies UBS's commitment to providing comprehensive, client-centric services.

About The Matina Group

The Matina Group has established itself as a reliable ally for clients in Naples and throughout the U.S. for over two decades. With a dedicated team of thirteen professionals, they excel in delivering personalized wealth management services. Their approach combines deep industry knowledge with customized solutions, ensuring clients receive boutique-level support tailored to their individual needs.

Leadership's Perspective

Joe Matina, Managing Director and Private Wealth Advisor at UBS, expressed enthusiasm for Rubenstein’s arrival: "We are incredibly proud to welcome Michael to our exceptional team at The Matina Group. His extensive background in wealth management aligns with our mission to deliver unparalleled client service. We are excited about the positive impact he will have on our firm." This dedication to service and expertise reinforces UBS's reputation as a leader in wealth management.

Michael's Previous Experience

Rubenstein is not new to the field; he has previously worked as a senior fiduciary advisor within a bank trust company. With over 15 years encompassing legal and wealth management expertise, he is a colossal asset for UBS. He holds numerous qualifications, including a JD, MBA, LL.M., and CTFA, and is licensed to practice law in Florida and New Jersey.

Michael's Academic Background

A native of Southwest Florida, Rubenstein holds a Bachelor of Science from Vanderbilt University, graduating cum laude. He further achieved a Juris Doctor and an MBA focused on Tax Law, Trust and Estates Law, and Finance from the University of Miami, along with a Master of Laws in Taxation from Villanova University. His breadth of knowledge positions him to provide a comprehensive approach to wealth management for various clients, including individuals, families, trusts, and foundations.

Community Involvement

Beyond his professional achievements, Rubenstein is deeply committed to the community, serving on the board of the Jewish Federation of Greater Naples and the Starabilty Foundation. His past involvement with organizations such as the Naples Therapeutic Riding Center and Ronald McDonald House Charities of SWFL reflects his dedication to making a positive impact beyond the financial sector.

UBS Overview

UBS stands as a prominent global wealth manager and a leading universal bank in Switzerland. Through its recent acquisition of Credit Suisse, UBS manages a staggering 5.5 trillion dollars in invested assets as of the second quarter of the current year. The firm prides itself on delivering tailored advice, effective solutions, and diverse financial products, ensuring clients achieve their financial aspirations. Operating in over 50 markets with its headquarters in Zurich, UBS is committed to supporting clients worldwide.

Conclusion

Incorporating Michael Rubenstein into The Matina Group is an strategic move for UBS Private Wealth Management, enhancing the firm's capacity to serve clients with dedication and expertise. Michael’s track record in the wealth management sector assures clients of an elevated service experience leading to better financial outcomes. The partnership signals a promising future for both the firm and its clientele.

Frequently Asked Questions

Who is Michael Rubenstein?

Michael Rubenstein is a new addition to UBS Private Wealth Management, specializing in business development and financial planning.

What role will Michael play at UBS?

He will focus on relationship management and investment management within The Matina Group.

What experience does Michael bring to UBS?

Michael has over 15 years of experience in wealth management and legal advisory.

What is The Matina Group known for?

The Matina Group is recognized for providing personalized wealth management services tailored to each client's needs.

How does UBS support its clients?

UBS offers customized financial solutions, expert advice, and a wide range of investment products globally.

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