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Neil Rubinstein
Private advisor and Managing Director of RSA Family Wealth at Rockefeller Capital Management, with a multi-decade wealth management background and a practice focused on high- and ultra-high-net-worth families.
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Nov 13, 2025
• 56min
From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
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Neil Rubinstein, a Private Advisor and Managing Director at Rockefeller Capital Management, shares insights from his transition from Merrill after 18 years. He discusses how Rockefeller offers exclusive access to alternative investments and enhanced client services, which he believes were limited at Merrill. Neil delves into the frustrations he faced at his former firm and how the new platform has driven significant growth for his practice. He emphasizes the importance of aligning firm values with client-focused services and the evolving definition of success in wealth management.
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