Commonwealth Financial Group
David M. Rubin, MBA, is an accomplished Financial Planner at Commonwealth Financial Group since September 2021, specializing in serving the New England area. With a robust background in financial services, David accumulated nine years of experience as a Consultant to multi-billion dollar clients on Wall Street prior to becoming a Financial Planner. David previously held the role of Head Wealth Advisor at Citizens Investment Services, managing over $75M in client assets and guiding comprehensive estate planning processes. Other significant positions include Wealth Advisor at Eagle Strategies, LLC, where customized investment solutions were crafted, and a Systematic Futures Trader at Great East Lake Trading Company, focusing on proprietary algorithm development. David's earlier career included serving as SVP in Institutional Sales and Trading at Hapoalim Securities USA, Inc. and Natixis, where institutional equity businesses were effectively managed. David holds an MBA from Columbia Business School and a BA in Economics from Stanford University.