Cima Brian Rubin Email & Phone Number | I began my career in Wealth Management over 20 years ago. My tenure as a Wealth Management Advisor has provided me with the experience to help clients achieve their goals by serving as a portfolio manager and executing on comprehensive Financial Planning Solutions. In 2008 I earned my Certified Investment Management Analyst® (CIMA®) credential from The Wharton School of Business, University of Pennsylvania, and am currently a member of The Investment Management Consultants Association. The CIMA® designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. I hold my Series 7, 31 and 66 securities licenses. Additionally, I hold my Life, Accident, Health and Long Term Care Insurance licenses. As part of the Millennium Wealth Management Partners, I work with high-net worth individuals, endowments and foundations, and business owners across several key areas such as asset and liability management, retirement planning, legacy planning and overall financial planning. I enjoy golfing, skiing, and most of all spending time with my wife and two daughters. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cima Brian Rubin

I began my career in Wealth Management over 20 years ago. My tenure as a Wealth Management Advisor...
Northbrook, Illinois, United States

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Cima Brian Rubin’s Email cima.rubin@ubs.com

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Cima Brian Rubin’s Location Northbrook, Illinois, United States

Cima Brian Rubin’s Current Industry Ubs

Cima Brian Rubin’s Prior Industry Merrill Lynch | Morgan Stanley

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Work Experience

Ubs

Senior Vice President - Wealth Management

2014-10-01 00:00:00 - Present

Merrill Lynch

Wealth Management Advisor

2006-02-01 00:00:00 - 2014-10-01 00:00:00

Morgan Stanley

Wealth Management Advisor

2002-06-01 00:00:00 - 2006-02-01 00:00:00

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FAQ About Cima Brian Rubin

Cima Brian Rubin is located at
Northbrook, Illinois, United States

Cima Brian Rubin is a I began my career in Wealth Management over 20 years ago. My tenure as a Wealth Management Advisor has provided me with the experience to help clients achieve their goals by serving as a portfolio manager and executing on comprehensive Financial Planning Solutions. In 2008 I earned my Certified Investment Management Analyst® (CIMA®) credential from The Wharton School of Business, University of Pennsylvania, and am currently a member of The Investment Management Consultants Association. The CIMA® designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. I hold my Series 7, 31 and 66 securities licenses. Additionally, I hold my Life, Accident, Health and Long Term Care Insurance licenses. As part of the Millennium Wealth Management Partners, I work with high-net worth individuals, endowments and foundations, and business owners across several key areas such as asset and liability management, retirement planning, legacy planning and overall financial planning. I enjoy golfing, skiing, and most of all spending time with my wife and two daughters. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**