UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group, an advisor team in the firm’s 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025.“We are extremely proud that The Rosegarten/Rubin Financial Group was once again recognized on this prestigious list,” said Daniel Shepler, Managing Director and Market Director of the 299 Park Avenue office at UBS Wealth Management USA. “Miles and David have achieved an incredible level of success through their dedication, focus, and commitment to their clients.”Founded by David Rosegarten and Miles Rubin over thirty years ago, The Rosegarten/Rubin Financial Group is responsible for relationships with some of the country’s most prominent executives, business owners, corporations, not-for-profit organizations and foundations. They have built their reputation by providing total portfolio planning with an expertise in long-term asset growth
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UBS
Earnings
- 10/30/25 - Beat
UBS
Sec Filings
- 11/13/25 - Form 13F-HR
- 11/6/25 - Form 6-K
- 11/5/25 - Form 6-K
- UBS's page on the SEC website