UBS Private Wealth Management announced that Michael Rubenstein will join Private Wealth advisor team The Matina Group at UBS in Naples, Florida. Rubenstein’s responsibilities will include business development, relationship management, trust, estate and financial planning, and investment management.
With offices in Naples, Florida, Short Hills, New Jersey, and New York City, The Matina Group has been advising clients in Naples and across the U.S. for over two decades. The 13 multigenerational team focuses on providing clients with boutique-level services through thoughtful advice, customized solutions, and a sophisticated client experience.
Rubenstein previously served as a senior fiduciary advisor for a bank trust company and brings over 15 years of experience in the legal and wealth management industries. And he holds a JD, MBA, LL.M, CTFA and is licensed to practice law in Florida and New Jersey. Rubenstein is a notable addition to an already successful team, providing a holistic approach to wealth management for individuals, families, trusts, and foundations.
As a Southwest Florida native since 1989, Michael earned a Bachelor of Science (BS) at Vanderbilt University, graduating cum laude; a Juris Doctor (JD) and Master of Business Administration (MBA) with a focus in Tax Law, Trust and Estates Law, and Finance at the University of Miami; and a Master of Laws (LL.M) in Taxation at Villanova University. And after working in Palm Beach for five years, Michael moved back west with his family in 2017 where he worked for Akerman LLP as a Tax, Wills, Trusts, and Estates Attorney.
Michael shares The Matina Group’s commitment to the local community. And he currently serves as a board member of the Jewish Federation of Greater Naples and the Starabilty Foundation. Rubenstein is also a past board member for the Naples Therapeutic Riding Center, the Children’s Museum of Naples, and the Ronald McDonald House Charities of SWFL. Plus, Michael regularly supports NCEF, Canterbury School of Fort Myers, American Cancer Society, JDRF, Youth Haven, Artis Naples, and many other non-profit organizations.
KEY QUOTES:
“We are incredibly proud to welcome Michael to our exceptional team, The Matina Group at UBS. His dedication to providing superior service and financial advice aligns perfectly with our commitment to delivering an unparalleled client experience. We look forward to the positive impact Michael will have on our team and our clients.”
– Joe Matina, Managing Director and Private Wealth Advisor at UBS
“Michael brings invaluable knowledge and expertise to UBS and our clients, having worked successfully in this Naples market for many years. We are confident his success will only continue to grow our capabilities and enhance the delivery of world-class service and customized solutions to our clients.”
– Lane Strumlauf, Florida Market Executive
