Brett Rubinson, Esq.

Partner

Brett amassed an extraordinary set of credentials before joining Veritable in 1996. He graduated summa cum laude with a Bachelor’s degree from the Wharton School of the University of Pennsylvania, became an auditor at Deloitte and Touche and then returned to the University of Pennsylvania Law School to earn a JD. After law school he joined PricewaterhouseCoopers (formerly Coopers and Lybrand), successfully completed his CPA in a single sitting and became a senior tax accountant and advisor to corporate executives. It was while Brett was at PricewaterhouseCoopers that we recruited him to become a portfolio manager at Veritable. He is a CFA® charterholder and a deeply experienced investment and financial advisor to a set of very successful and entrepreneurial families. Brett is also a longstanding member of Veritable’s Investment Committee. He formerly Chaired the Investment Committee for the Curtis Institute of Music where he was also on the Board, Executive Committee and the Finance and Pension Committees. He currently serves on the Board of the Bok Foundation, the Curtis Investment Committee and the Curtis Private Equity Sub-Committee as well as the Barnes Foundation Investment Committee. Previously he served on the Boards of KleinLife and the Lower Merion Conservancy. Perhaps Brett’s greatest single accomplishment to date is that he is a devoted father.

Brett Rubinson, Esq.

Partner

Brett amassed an extraordinary set of credentials before joining Veritable in 1996. He graduated summa cum laude with a Bachelor’s degree from the Wharton School of the University of Pennsylvania, became an auditor at Deloitte and Touche and then returned to the University of Pennsylvania Law School to earn a JD. After law school he joined PricewaterhouseCoopers (formerly Coopers and Lybrand), successfully completed his CPA in a single sitting and became a senior tax accountant and advisor to corporate executives. It was while Brett was at PricewaterhouseCoopers that we recruited him to become a portfolio manager at Veritable. He is a CFA® charterholder and a deeply experienced investment and financial advisor to a set of very successful and entrepreneurial families. Brett is also a longstanding member of Veritable’s Investment Committee. He formerly Chaired the Investment Committee for the Curtis Institute of Music where he was also on the Board, Executive Committee and the Finance and Pension Committees. He currently serves on the Board of the Bok Foundation, the Curtis Investment Committee and the Curtis Private Equity Sub-Committee as well as the Barnes Foundation Investment Committee. Previously he served on the Boards of KleinLife and the Lower Merion Conservancy. Perhaps Brett’s greatest single accomplishment to date is that he is a devoted father.