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 a portfolio manager. Before joining Veritable in 1996, Brett was a senior tax consultant at Coopers & Lybrand, specializing in personal financial and executive compensation planning. Brett is a member of the CFA Institute and the New Jersey Bar. He graduated summa cum laude with a Bachelor degree from the Wharton School of the University of Pennsylvania and a J.D. from the University of Pennsylvania Law School.