The responsibilities of Rubenstein, who will be based in Naples, Florida, will include business development, relationship management, trust and estate planning, financial planning, and investment management, according to the statement accessed by Funds Society.
“With offices in Naples, Short Hills (New Jersey), and New York, The Matina Group has been advising clients in Naples and across the United States for more than two decades,” adds the information from UBS.
The multigenerational team of thirteen members focuses on providing clients with boutique-level services “through thoughtful advice, customized solutions, and a first-class client experience.”
Rubenstein previously worked as a senior trust advisor and brings more than 15 years of experience in the legal and wealth management sectors. He is licensed to practice law in both Florida and New Jersey.
“We are incredibly proud to welcome Michael to our exceptional team, The Matina Group at UBS,” said Joe Matina, Managing Director and Private Wealth Advisor at UBS.
Born in Southwest Florida in 1989, Rubenstein earned a Bachelor of Science degree from Vanderbilt University, a Juris Doctor, and a Master of Business Administration (MBA) with specializations in Tax Law, Trusts and Estates Law, and Finance from the University of Miami.
He also holds a Master of Laws in Taxation from Villanova University.
After working in Palm Beach for five years, he returned west with his family in 2017, where he worked for Akerman LLP as an attorney specializing in tax law, wills, trusts, and estates.
Currently, he serves on the board of the Jewish Federation of Greater Naples and the Starability Foundation. He has also been a board member of the Naples Therapeutic Riding Center, the Golisano Children’s Museum of Naples, and Ronald McDonald House Charities of Southwest Florida.
