UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
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, fixed income strategy, retirement planning, asset allocation and risk management coupled with outstanding client service and care.
For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025). David and Miles have also both been recognized by Forbes as top advisors in New York on the Best-in-State Wealth Advisors list for the last four years running.
The Rosegarten/Rubin Financial Group consists of David Rosegarten, Miles Rubin, Michelle Perr, Victoria Saylor, Joanna Prasinos and Jennifer Fragetti.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2025 is composed of more than 5,300 teams that collectively manage approximately $7 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data, including telephone, virtual, and in-person interviews, industry experience, compliance records, and assets under management.
For the full list and further information, visit www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.
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Media Contact:
Christina Aquilina
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KEYWORDS: United States North America New York
INDUSTRY KEYWORDS: Finance Banking Professional Services Other Professional Services Asset Management
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