FUNDRAISING NEWS | January 06, 2025
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.
Written By: Dakota
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