DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | January 06, 2025

UBS Boosts Naples (FL) Private Wealth Advisory Team

Tags: Personnel, Financial Advisor Move

UBS Private Wealth Management announced that Michael Rubenstein has joined the firm’s Naples, FL-based private wealth team The Matina Group as vice president for wealth management.

Rubenstein will be responsible for business development, investment management, and financial planning, operating from the team’s office in Naples. He brings 15 years of wealth management experience having previously worked for BMO Wealth, BNY Mellon, Akerman, SunTrust, and Bessemer Trust.

New call-to-action

Written By: Dakota

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy