David began his career as an advisor in 1983. The Ruben Group is a boutique-style banking and investment group at Rockefeller Global Family office that focuses on helping a select number of families create a disciplined strategy for achieving their most important financial and life goals. The Ruben Group is dedicated to delivering hands-on attention and crafting a plan that brings clarity to clients, so they understand where they stand in relation to their goals in a measurable way, irrespective of market conditions. Before customizing any strategies, we work to have an in-depth perspective of our clients life visions, while also providing the education and insight to understand the "what" and the "why" behind their financial pursuits. Our team works closely with your other trusted advisors to address tax, trust, philanthropic and estate planning issues to truly become an essential resource.We are honored to work with uniquely successful people who have worked hard to accumulate their wealth. We are cognizant of their efforts and view wealth preservation and prudent growth as key objectives. We recognize true wealth does not last a single generation; rather, by building the foundation of wise stewardship, we help clients pursue lasting legacies for generations to come.David was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019,2020, 2021 and 2023.* David graduated American University with a degree in political science and attended the Securities Industries Institute at Wharton School of Finance and Commerce. David is involved in his community, currently serving on the Board of Trustees at Suburban Hospital Johns Hopkins Medicine. He has served as the past chairman of the foundation board of Suburban Hospital/John Hopkins Medicine, Board of Governors, Trustee of Charles E. Smith Life Communities, and past president of the Capital Chapter American Israeli Red Cross.