About
Neal joined Wealth Enhancement Group in 2023 with a long history of high-level financial services experience. He previously served as Managing Director of City National Rochdale’s International Custody & Asset Protection Solutions, a Director and founding executive for Credit Suisse Private Advisors in New York City, Partner at a boutique merchant bank, and Senior Vice President managing major private banking operations for national commercial banks including Fleet Bank, Bank of Boston, and Bank of New England.
Neal earned a BA in Economics from Brandeis University and his MBA from Harvard Business School. His interests include reading, history, travel, music, running and biking. Neal has competed in several sprint triathlons despite his self-described poor swimming skills.
Education
- BA, Economics - Brandeis University, MBA - Harvard Business School
Resources from Neal Rubin
Current Clients
Contact me via email or me at the top of the page.
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Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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