Meet your partner
Josh Rubin
Professional Background
- Certified Financial Planner (CFP®)
- 4+ years of experience in Wealth Management.
- Previously worked at both UBS and NewEdge Wealth.
- Syracuse University
Specialties:
Financial PlanningInvestment StrategyRetirement Planning
Outside the Office
- I ran the NYC marathon in under 3 hours
- Member of Cure Epilepsy Charity Champions Program
- Favorite sports teams: New York Giants, Yankees, Knicks, and Syracuse Basketball/Football
