Profiel
Mr. Bob J.
Rubenstein is a Managing Director at Marquette Asset Management, Inc. He is a President and Senior Trust Officer of Marquette Trust.
He is responsible for managing the financial activities of clients and their families, including trust, private foundation, estate, retirement and agency account administration, coordination of income and estate tax planning, advisory services, and customized planning and analysis.
He serves as Chairman of the Marquette Financial Companies Midwest Regional Charitable Giving Committee and sits on the endowment investment committees of the St. Paul United Jewish Fund and Council and the Institute for Agriculture and Trade Policy.
Mr. Rubenstein has over twenty years of experience in the field and is widely respected for his fiduciary administration and client relationship skills.
He came to Marquette Asset Management from U.S.
Trust Company, where he served as a Senior Vice President, Senior Trust Officer for the Minnesota Region and as a member of U.S.
Trust's National Fiduciary Policy Committee.
His early career included personal trust administration and trust marketing positions with large bank trust departments and brokerage affiliated trust companies.
Mr. Rubenstein has a B.A.
in Political Science from the University of Minnesota in 1977 and a J.D.
from the University of Minnesota Law School in 1980.
Eerdere bekende functies van Bob J. Rubenstein
Bedrijven | Functie | Einde |
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United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Sales & Marketing | - |
Opleiding van Bob J. Rubenstein
University of Minnesota | Graduate Degree |
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Bedrijven in privébezit | 2 |
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Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |