Insight-based advice

Art in gallery

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Neil Rubin

    Neil Rubin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • ID
    • IL
    • MA
    • MD
    • MI
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WI

    Neil began his career in 1982 at Lehman Brothers where he served as a Senior Vice President. He is currently a Senior Vice President - Wealth Management with UBS. 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 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. He serves on the board of directors of the "Schuyler Center for Analysis and Advocacy," a non-profit organization.

    Neil has worked with many types of clients, including individuals, corporate executives, foundations, 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 formulate 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.

        • Certified Investment Management Analyst®
        299 Park Avenue
        New York, NY 10017
        neil.rubin@ubs.com
        Neil Rubin
        299 Park Avenue,New York,NY,10017
      • Bonnie Wong Van Vliet

        Bonnie Wong Van Vliet

        Wealth Management Associate

        • image
        • image
        • AR
        • CA
        • CO
        • CT
        • FL
        • IL
        • MD
        • NJ
        • NY
        • RI
        • SC
        • TX
        • WI

        Bonnie is a Senior Registered Client Service Associate with the Rubin Wealth Management 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 two boys and husband Gary.

          • Binghamton University School of Management , Bachelor of Science in Management
            299 Park Avenue
            New York, NY 10017
            bonnie.wong@ubs.com
            Bonnie Wong Van Vliet
            299 Park Avenue,New York,NY,10017
          Three generations in apple orchard

          Turn possibilities into a plan

          House View Monthly

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          White House

          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights