Emily Rubin
Private Wealth Advisor, Family Office Consultant and Managing Director - Wealth Management at UBS at UBS Global Wealth Management | New York, New York, United States
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Emily Rubin is a distinguished Private Wealth Advisor and Managing Director at UBS Wealth Management, where she plays a pivotal role as a managing partner of the Entrepreneurs Group. With over 30 years of experience, her team is dedicated to empowering ultra-high-net-worth entrepreneurs, senior business executives, and exceptional families to achieve long-term financial well-being. Emily's expertise lies in wealth management, financial planning, and strategic investment solutions tailored to the unique needs of her clients.
At UBS, Emily leads key projects that focus on comprehensive financial strategies, ensuring that her clients not only preserve their wealth but also grow it sustainably. She is adept at navigating complex financial landscapes, leveraging her deep understanding of portfolio management and investment strategies to deliver accurate outcomes. Her client-centric approach emphasizes building lasting relationships, which allows her to provide personalized guidance that aligns with each family's values and aspirations.
Emily's commitment to excellence is reflected in her ability to manage the long-term financial health of over 100 ultra-high-net-worth clients. She actively engages with her clients to understand their individual goals, whether it’s succession planning, philanthropic endeavors, or investment diversification. By combining her extensive knowledge of financial services with a strategic mindset, Emily Rubin stands out as a trusted advisor in the wealth management industry, helping her clients thrive in an ever-evolving economic environment.
Private Wealth Advisor, Family Office Consultant and Managing Director - Wealth Management at UBS at UBS Global Wealth Management in January 2002 to Present
Engagement Manager at McKinsey & Company in January 1998 to January 2002
Analyst at Andersen Consulting in January 1994 to January 1996
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Wealth Management
Financial Planning
Finance
Strategy
Portfolio Management
Financial Services
Investments
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Discover more about UBS Global Wealth ManagementWhat is Emily Rubin email address?
Email Emily Rubin at [email protected]. This email is the most updated Emily Rubin email found in 2026.
What is Emily Rubin phone number?
Emily Rubin phone number is +12123338920.
How to contact Emily Rubin?
To contact Emily Rubin send an email to [email protected]. If you want to call Emily Rubin try calling on +12123338920. (updated on October 30, 2024)
What company does Emily Rubin work for?
Emily Rubin works for UBS Global Wealth Management
What is Emily Rubin's role at UBS Global Wealth Management?
Emily Rubin is Private Wealth Advisor, Family Office Consultant and Managing Director - Wealth Management at UBS
What industry does Emily Rubin work in?
Emily Rubin works in the Financial Services industry.
Emily Rubin Email Addresses
Emily Rubin Phone Numbers
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