Back to  Team and Culture

Jeff Rubin

Jeff Rubin

Client Service & Operations Manager

About

Jeff supports the  Investment Advisory Team as the day-to-day contact for a select group of clients, monitoring portfolio performance, producing quarterly reports and preparing for client review meetings. He works with the Chief Investment Officer and advisors to provide analytical and financial planning support to the Director of Financial Planning.

Jeff holds a BS in Finance with a minor in Communications from the University of Arizona in Tucson. Outside of work, you’ll find him at the gym, a hockey rink or a live music venue.

Fun Fact

He prefers running on a treadmill to outdoors. Is there a treadmill desk in his future?

Articles by

Jeff Rubin

There are no blogs by this team member at this time. Check back soon!