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Rick Rubin, Cfa profile image

Rick Rubin, Cfa

Portfolio Manager / Vice President at Tufton Capital Management
Intro Book
Rick Rubin, a seasoned portfolio manager with 9 years of experience, holds an MBA from Loyola University Maryland and a BS in Accounting from Towson University, serving high-net-worth individuals and families.
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Location
Baltimore, Maryland, United States, US
Languages
  • English -
Skills
  • Investments
  • Portfolio Management
  • High Net Worth Individuals
  • Investment Advisory
  • Accounting
  • Show all
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Bio

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Rick Rubin, CFA, is a seasoned investment professional with a proven track record of delivering results-driven strategies for high-net-worth individuals and families. As a Portfolio Manager at Tufton Capital Management, LLC, he has spent over nine years developing and executing tailored investment approaches, leveraging his expertise in equities, portfolio management, and accounting. Prior to joining Tufton, Rubin held senior roles at PNC Wealth Management, Legg Mason, and USF&G Realty Advisors, where he honed his skills in investment research, portfolio management, and financial analysis. He holds a Master of Business Administration (MBA) from Loyola University Maryland and a Bachelor of Science (BS) in Accounting from Towson University. Rubin is also a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), demonstrating his commitment to excellence in the field. With a strong educational foundation and extensive industry experience, Rubin brings a unique perspective to his clients, providing actionable insights and strategic guidance to help them achieve their financial goals.

Credentials

  • Certified Public Accountant (CPA)
    -
  • Chartered Financial Analyst (CFA)
    -

Experience

  • Tufton Capital Management
    • Portfolio Manager / Vice President

  • Tufton Capital Management, LLC
    • Hunt Valley, MD
    • Portfolio Manager / Vice President
      • Apr 2015 - Present
      • Hunt Valley, MD

      Develop and execute investment strategies to meet the objectives of high-net-worth individuals and families.

  • PNC Wealth Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Investment Advisor, Vice President
      • Feb 2009 - Apr 2015

    • Senior Equity Research Analyst, Vice President
      • Jun 2003 - Feb 2009

      Mercantile Safe-Deposit & Trust Company (PNC acquired Mercantile in 2007)Analyzed and recommended Consumer stocks to portfolio managers and high-net-worth advisors.Co-Head of Equity Research of Mercantile Trust (2003-2007)

  • Legg Mason
    • Baltimore, Maryland Area
    • Equity Research Analyst, Vice President
      • Dec 1998 - Jun 2003
      • Baltimore, Maryland Area

      Provided investment research on real estate investment trusts (REITs) to institutional investors and retail sales force.

  • USF&G Realty Advisors
    • Baltimore, Maryland Area
    • Senior Portfolio Controller
      • 1996 - 1998
      • Baltimore, Maryland Area

      Controller for USF&G's institutional real estate portfolio and USF&G sponsored public real estate fund.

  • C.W. Amos & Company, LLC
    • Baltimore, Maryland Area
    • Senior Accountant
      • Jun 1993 - Aug 1996
      • Baltimore, Maryland Area

      Audited financial and accounting data for diverse client base. Prepared corporate tax returns.Certified Public Accountant in Maryland (currently inactive status).

Education

  • 1997 - 1998
    Loyola University Maryland
    Master of Business Administration (MBA), Finance, General
  • 1989 - 1993
    Towson University
    Bachelor of Science (BS), Accounting
  • RHS

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Industry Focus. “Investment Banking”

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