Michael M. Rubenstein, Esq. is a Wealth Director for BNY Mellon Wealth Management in its Naples office. In this role, he is responsible for new business development in Southwest Florida, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals. Michael joined BNY Mellon in 2018.
Michael has over ten years of experience in the financial services, wealth management, and legal industries, providing holistic wealth management services to high net worth individuals, families, foundations and trusts. Prior to joining BNY Mellon, Michael was a tax, wills, trusts and estates attorney at Akerman LLP, where his practice focused on estate planning, asset protection, probate administration, and tax law. He also previously served as a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management, and an Associate Client Advisor at Bessemer Trust Company.
Michael received his Bachelor of Science (BS) from Vanderbilt University, where he graduated cum laude, his Juris Doctor (JD) and Master of Business Administration (MBA) from the University of Miami, and his Master of Laws (LL.M) in Taxation from Villanova University. Michael is a Certified Trust and Financial Advisor (CTFA) and has passed Level 1 of the Chartered Financial Analyst (CFA) examination. Michael is licensed to practice law in both Florida and New Jersey.
Michael currently lives in Naples with his wife and three children.