Insight-based advice

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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®

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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