UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
July 23 2024 - 8:00AM
Business Wire
UBS Wealth Management USA announced today that The
Rosegarten/Rubin Financial Group, an advisor team in the firm’s 299
Park Avenue office, has been named to the Forbes Best-In-State
Wealth Management Teams and the Forbes Top Wealth Advisors lists
for 2024.
“We are extremely proud that The Rosegarten/Rubin Financial
Group was once again recognized on these prestigious lists,” said
Daniel Shepler, Managing Director and Market Director of the 299
Park Avenue office at UBS Wealth Management USA. “Miles and David
continuously provide their clients with the highest level of expert
financial advice with responsive, personal service. It is truly
gratifying to see them acknowledged for their decades-long
dedication to their clients and recognized for their industry
achievements.”
Founded by David Rosegarten and Miles Rubin over thirty years
ago, The Rosegarten/Rubin Financial Group is responsible for
relationships with some of the country’s most prominent executives,
business owners, corporations, not-for-profit organizations and
foundations. They have built their reputation by providing total
portfolio planning with an expertise in long-term asset growth,
fixed income strategy, retirement planning, asset allocation and
risk management coupled with outstanding client service and
care.
For many years running, David and Miles have both been
recognized by Forbes as top advisors in New York on the
Best-in-State Wealth Advisors list for the past several years
(2020-2024, and 2021-2024, consecutively). Additionally, for the
past two years, their team has been recognized on the Forbes
Best-in-State Wealth Management Teams list (2023, 2024).
The Rosegarten/Rubin Financial Group consists of David
Rosegarten, Miles Rubin, Michelle Perr, Victoria Saylor, Joanna
Prasinos and Jennifer Fragetti.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for
2024 is composed of more than 4,100 teams that collectively manage
approximately $5.1 trillion in client assets. The ranking,
developed by SHOOK Research, is based on an algorithm of
quantitative and qualitative data, including telephone, virtual,
and in-person interviews, industry experience, compliance records,
and assets under management.
For the full list and further information, visit
www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.7 trillion
dollars of invested assets as per fourth quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. For press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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