Brett Ian Rubinson
Membro del Comitato di Investimento presso Veritable LP
Profilo
Mr. Brett I.
Rubinson is a Partner at Veritable LP.
He is a member of Veritable’s Investment Committee
Mr. Rubinson was previously employed as a Senior Tax Consultant by Coopers & Lybrand LLP, an Auditor by Deloitte & Touche LLP, a Board Member by Lower Merion Conservancy, and a Senior Tax Accountant & Advisor by PricewaterhouseCoopers LLP.
He graduated summa cum laude with a Bachelor’s degree from the Wharton School of the University of Pennsylvania and earned a JD from the University of Pennsylvania Law School.
He is a CFA charter holder and holds a CPA designation.
Posizioni attive di Brett Ian Rubinson
| Società | Posizione | Inizio |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Membro del Comitato di Investimento | 01/04/2004 |
Precedenti posizioni note di Brett Ian Rubinson
| Società | Posizione | Fine |
|---|---|---|
| Coopers & Lybrand LLP | Corporate Officer/Principal | 31/12/1995 |
Lower Merion Conservancy
 Lower Merion Conservancy Miscellaneous Commercial ServicesCommercial Services Lower Merion Conservancy provides environment related services. The non-profit company is based in Gladwyne, PA. | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formazione di Brett Ian Rubinson
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| The University of Pennsylvania Law School | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Lower Merion Conservancy
Lower Merion Conservancy Miscellaneous Commercial ServicesCommercial Services Lower Merion Conservancy provides environment related services. The non-profit company is based in Gladwyne, PA. | Commercial Services |
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