Scott Rubin, CFA

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Scott Rubin is an institutional retirement plan advisor based in Warren, NJ.

CAPTRUST welcomed Scott in 2021, and he currently serves as a senior vice president and financial advisor. Scott brings over a decade of experience working with institutional clients and plan sponsors, including support for defined contribution, defined benefit, and endowment and foundation clients. Scott also serves as an investment subject matter expert.

Scott joined CAPTRUST from Portfolio Evaluations, Inc., where he served as director of research for the firm. He conducted extensive research regarding manager selection/evaluation and portfolio construction for new and existing clients. Scott also focused on hedge funds, target date funds, asset allocation strategies, and liability driven investment strategies.

Scott earned a Bachelor of Science degree in finance from The College of New Jersey and a Master of Business Administration degree from Rutgers University. Scott holds the Chartered Financial Analyst designation and is a member of CFA Society of New York.

Outside of work, Scott enjoys playing baseball and soccer with his two sons, hiking, and traveling with family.

Education

  • Bachelor of Science degree in finance from The College of New Jersey
  • Master of Business Administration from Rutgers University

Industry Designations

  • Chartered Financial Analyst

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)

Resources

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