PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

BRETT I. RUBINSON, CFA, CPA, JD

Brett is an investment officer and also serves on our Strategic Investment Committee. Before joining Veritable in 1996, Brett was a senior tax consultant at Coopers & Lybrand, specializing in personal financial and executive compensation planning. He is a CPA, Pennsylvania, and is a member of the CFA Institute. Brett graduated summa cum laude with a Bachelor degree from The Wharton School of the University of Pennsylvania and earned a J.D. from the University of Pennsylvania Law School. He is on the Board of The Curtis Institute of Music and he is the Chair of their Investment Committee and a member of their Finance and Pension Committees. Brett also serves on the Board of the Klein JCC and Lower Merion Conservancy.