Financial Advisor Michael Rubenstein Joins UBS Private Wealth Management

January 06, 2025 at 11:11 AM EST

UBS Private Wealth Management today announced that Michael Rubenstein will join Private Wealth advisor team The Matina Group at UBS in Naples, Florida. Michael’s responsibilities will include business development, relationship management, trust, estate and financial planning as well as investment management.

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Pictured: Michael Rubenstein (Photo: Business Wire)

With offices in Naples, Florida, Short Hills, New Jersey, and New York City, The Matina Group has been advising clients in Naples and across the U.S. for over two decades. The thirteen-person, multigenerational team focuses on providing clients with boutique level services through thoughtful advice, customized solutions and a world class client experience.

“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. “His dedication to providing superior service and financial advice aligns perfectly with our commitment to delivering an unparalleled client experience. We look forward to the positive impact Michael will have on our team and our clients.”

Michael previously served as a senior fiduciary advisor for a bank trust company and brings over 15 years of experience in the legal and wealth management industries. He holds a JD, MBA, LL.M, CTFA, and is licensed to practice law in both Florida and New Jersey. Michael is a strong addition to an already successful team, providing a holistic approach to wealth management for individuals, families, trusts, and foundations.

A Southwest Florida native since 1989, Michael earned a Bachelor of Science (BS) at Vanderbilt University, graduating cum laude; a Juris Doctor (JD) and Master of Business Administration (MBA) with a focus in Tax Law, Trust and Estates Law, and Finance at the University of Miami; and a Master of Laws (LL.M) in Taxation at Villanova University. After working in Palm Beach for five years, Michael moved back west with his family in 2017 where he worked for Akerman LLP as a Tax, Wills, Trusts, and Estates Attorney.

“Michael brings invaluable knowledge and expertise to UBS and our clients, having worked successfully in this Naples market for many years,” said Lane Strumlauf, Florida Market Executive. “We are confident his success will only continue to grow our capabilities and enhance the delivery of world-class service and customized solutions to our clients.”

Michael shares The Matina Group’s unwavering commitment to the local community. He currently serves as a board member of the Jewish Federation of Greater Naples and the Starabilty Foundation. Michael is also a past board member for the Naples Therapeutic Riding Center, the Children’s Museum of Naples, and the Ronald McDonald House Charities of SWFL. In addition, Michael regularly supports NCEF, Canterbury School of Fort Myers, American Cancer Society, JDRF, Youth Haven, Artis Naples, and many other non-profit organizations.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).