Wealth advice that helps inspire confidence

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Scott Blankman is a Senior Vice President – Wealth Management.     His approach to providing advice reflects his 30+ years in the financial services space as both a financial advisor and an investment banker.    He provides goal-based asset allocation advice, and thoughtful and deliberate wealth planning and multi-generational wealth transfer guidance. 

Importantly, Scott believes a great client experience is driven by access to the broad UBS platform.  This includes not only the firm’s traditional and alternatives investment platform, but also its lending and capital markets capability, and advising on a client’s broader planning and insurance/protection goals. 

Many of Scott’s clients are entrepreneurs, business owners, and executives   His clients appreciate that Scott strives for consistent, open dialog and idea generation – for many clients this is a hallmark of their own success.    

This approach is extremely helpful for all phases of wealth planning and transfer work.   In addition, this dialog- combined with input from UBS research colleagues and specialists   - is essential to building and maintaining client investment plans.

Before UBS, Scott worked at a New York City-based Registered Investment Advisor, and Bernstein Global Wealth Management.  Prior to that, Scott was an investment banker at Salomon Smith Barney,  Schroder & Co. Inc., and SBC Warburg.  As an investment banker, he was initially a mergers and acquisitions specialist, and he also raised significant amounts of equity and debt capital.  He focused primarily on the media and healthcare industries. 

Scott earned his Bachelor of Science degree from Brown University and his M.B.A. degree from the Wharton School.  Scott currently serves on the Board of Directors  - until recently as President - of Project Morry, and lives in Manhattan with his wife, Amanda, and their two children. 

• Brown University, ScB Neural Sciences
• The Wharton School of Business, University of Pennsylvania, MBA

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Neil Rubin has thirty years of experience in the financial services industry and is a Senior Vice President of Investments with UBS.

Neil began his career at Lehman Brothers and ultimately served as a Senior Vice President. Prior to joining UBS, he worked in the wealth management division of Oppenheimer & Co where he lectured on topics for financial planning using alternative asset classes. He has also taught portfolio management at the New York State Society of CPAs.

He received the Certified Investment Management Analyst® designation from the University of Pennsylvania, the Wharton School of Business. Neil earned his Bachelor of Arts degree in finance from Brooklyn College. He is a member of the International Association of Financial Planning and the Westchester Business Council in Westchester, New York. He serves on the board of directors of “Schuyler Center for Analysis and Advocacy”, a non- profit organization.  

Neil has worked with many types of clients, including individuals, corporate executives, foundations, special needs, guardianships, executors, not-for-profits and defined contribution plans. His business is focused on helping to create investment strategies designed to build, manage and preserve wealth.

Drawing upon years of financial experience, traditional values and a keen awareness of the capital markets, Neil helps clients define their needs, evaluate challenges, identify opportunities and form strategies to pursue their unique goals and dreams. He emphasizes personal attention and service.

He regards capital as a precious, irreplaceable commodity.

Neil is married with three children and lives in Westchester, New York.

• Brooklyn College, Bachelor of Arts, Economics

• Certified Investment Management Analyst®
• Portfolio Manager

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Bonnie is a Wealth Management Associate with the Blankman, Rubin Group.

Bonnie places great importance on fostering relationships with clients.  This involves an emphasis on personalized service.  Her primary focus is operational matters, daily account monitoring, cash management and other client needs as they arise.

She currently holds the Series 7, 63 and 65 securities licenses.  She also has her Life Insurance license.

Bonnie graduated from the Binghamton University School of Management where she received her Bachelor of Science in Management.

Bonnie loves to travel, explore old and new cities, watch Broadway shows and wander through cultural institutions. She likes to give back to her community through various volunteer projects. She enjoys spending time with her three boys and husband Gary.

• Binghamton University School of Management , Bachelor of Science in Management.