Emily Rubin

Emily Rubin

Formal First Name

Emily Kramer Rubin, CFP®, CIMA®, CRPC®, is the Lead Partner, Senior Vice President, and Private Wealth Advisor of The Kramer Financial Group at UBS. Prior to joining UBS and the financial services industry in 2002, she worked as a management consultant at McKinsey and Company, where she advised senior executives on their business opportunities. Through her focused and detail-oriented approach, Emily goes beyond financial planning, and has been recognized as an industry leader and top advisor by major periodicals such as Barron’s and Forbes. She is also a part of UBS’s President’s Council, which recognizes the firm’s leading advisors. In addition to her financial career, Emily is also an active member of her community.

Professional Experience

  • Lead Partner, Senior Vice President, Private Wealth Advisor

Academic History

Awards and Recognitions

  • President's Council, UBS Financial Services
  • Forbes America's Top Wealth Advisors, 2017–2020
  • Forbes America's Top Women Advisors, 2018–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Forbes Top 200 Women Advisors, 2017
  • Barron's Top 1,200 Wealth Advisors, 2020
  • Barron's Top 100 Women Advisors, 2017–2020
  • Working Mother Magazine's Top Wealth Advisor Moms, 2017–2020