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THE RUBEN GROUP

Welcome to the Rockefeller Global Family Office

At The Ruben Group, headquartered in Bethesda, MD, we’re privileged to offer comprehensive private wealth management services to ultra-high-net-worth and high-net-worth families as well as business enterprises.  

With the resources of Rockefeller Capital Management, we’re able to serve our clients’ every financial need—from helping business owners with cash flow, tax, succession and retirement planning, to helping multi-generational families with trusts, estate plans and wealth transfer, to managing their investments so their goals can be achieved.  

Everything we do starts with a comprehensive financial plan that solves for the complexities of each family. It’s crucial we get to know our clients and they get to know us. Clients quickly see that we treat families as if they are our own, the transparency in everything we do, and our deep commitment to giving back to our community.  

Contact us to experience what it’s like to work with a team that truly has its clients’ best interests at heart, not just today but for many years–and generations–to come. 

THE RUBEN GROUP

2 Bethesda Metro Center
Suite 800
Bethesda, MD 20814

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

At The Ruben Group, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

David A. Ruben

Managing Director, Private Wealth Advisor
DRuben@rockco.com
(240) 956-4470

David M. Sotsky

Vice President, Private Wealth Advisor
DSotsky@rockco.com
(240) 956-4471

Brett Monsein

Vice President, Private Wealth Advisor
BMonsein@rockco.com
(240) 956-4472

Libby Snyder

Vice President, Private Wealth Advisor
LSnyder@rockco.com
(240) 956-4473

Anne Nghiem

Associate Vice President, Senior Client Associate
ANghiem@rockco.com
(240) 956-4474

Rebecca Luft

Associate Vice President, Client Associate
RLuft@rockco.com
(240) 956-4475

Jack Morrison

Registered Client Associate
JMorrison@rockco.com
(240) 956-4476

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Our Ideas
Planning in a Challenging Market
Planning in a Challenging Market
Rockefeller Insights
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Uniquely Rockefeller Special Client Event – Jack Brennan
A Conversation with Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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DAVID A. RUBEN, CPFA™, CRPC®

DAVID A. RUBEN, CPFA™, CRPC®

Managing Director, Private Wealth Advisor

 

David’s decades-long career as a financial advisor spans both bull and bear markets and has provided David with a seasoned perspective on ever changing markets. Prior to joining Rockefeller, David came from Merrill Lynch Wealth Management. His mission is to help clients create a disciplined strategy for achieving their most important financial and life goals. David is dedicated to delivering hands-on attention and working to create a plan that brings clarity to clients, so they understand where they stand in relation to their goals in a measurable way, irrespective of market conditions. David's greatest reward comes from the trusted and long-lasting relationships he has built with clients over the course of his career. 

As the leader of The Ruben Group, David emphasizes team commitment to client service, integrity, and diligence in always doing right by the client and continuing professional education. David is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, and third-party investment strategies. *David has also been named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021 and 2022.  

David is a graduate of American University with a Bachelor’s Degree in Political Science and attended the Securities Industries Institute at the University of Pennsylvania’s Wharton School of Finance and Commerce. In his community, David serves as Trustee at Suburban Hospital / Johns Hopkins Medicine and the past Chairman of the Foundation board of Suburban Hospital / Johns Hopkins Medicine. He has also dedicated over 30 years of service at the Charles E. Smith Life Communities including serving in the past as a member of the Board of Governors and the Chairman of the Trustees of the Charles E. Smith Life Communities. He also served as past president of the Capital Chapter of the American Israeli Red Cross. 

 

*For more information about the selection criteria for each award, please consult the sponsor's website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client's experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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DAVID M. SOTSKY, CPFA™

DAVID M. SOTSKY, CPFA™

Vice President, Private Wealth Advisor

 

With over 20 years of industry experience, David Sotsky focuses on helping clients create a disciplined strategy for achieving their most important financial and life goals. He evaluates and designs strategies for nonprofits, retirement plans, and affluent individuals and families, with a niche supporting executives in the technology industry. In addition, he addresses pre/post liquidity planning strategies for middle market business owners looking to sell their company.

A former recipient of the President's Volunteer Service Award from George W. Bush, David is highly involved in his community. David has served on the Board of Advisors for the Johns Hopkins University Graduate Division of Business. He has also served on the Capital Forum Committee of the Maryland Technology Council and the Greater Washington Society of CPA's Not-for-Profit Committee. David is a former member of the Board of Advisors for the National Foundation for Cancer Research. He has also volunteered for the Hispanic Heritage Foundation and the DC Urban Debate League as a debate judge to support children's education.

David is a frequent speaker at The World Bank and has addressed such groups as The Maryland Technology Council, Accenture, McDonald's Corporation, Brandeis University National Women's Committee, and the George Washington University's MBA Association.

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BRETT MONSEIN, CFP®

BRETT MONSEIN, CFP®

Vice President, Private Wealth Advisor  

 

Brett joined Rockefeller Capital Management in April 2022 from Merrill Lynch Wealth Management. Brett has earned the designation of CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As a member of The Ruben Group, he is responsible for working with clients on their planning and investment manager research. We employ a Goals Based Management approach to our investments which is about helping our clients define and clarify their goals in a measurable way. By going through this process, we will be able to project their current and future cash flows against their defined goals and expenses. This will enable us to better determine the appropriate amount of risk that they need to take within their portfolio to help enhance their probability of meeting these goals over time. 

Brett graduated from the University of Pittsburgh, where he earned his Bachelor of Science in Business Administration. 

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LIBBY SNYDER, CPFA™, CFP®

LIBBY SNYDER, CPFA™, CFP®

Vice President, Private Wealth Advisor 

 

Libby joined Rockefeller Capital Management in April 2022 from Merrill Lynch Wealth Management. Libby works with a select group of affluent families, business owners, and accomplished professionals to craft tailored wealth management strategies and focuses on catering to the unique circumstances of each client. Libby is passionate about cultivating long lasting relationships by working with her clients to understand the “what” and the “why” behind their goals. Her mission is to provide personalized guidance in an effort to help her clients meet their financial goals and objectives, simplify and organize their financial lives, and provide a high level of confidence throughout the process. She prides herself on providing white glove service by taking a meticulous approach to one’s finances. 

Prior to her career in wealth management, she served in Teach for America as a high school math teacher in Chicago, trying to combat educational inequality. Her passion for financial literacy began on the south side, helping her students understand their personal finances to better support themselves and their families. Her goal as a teacher was to ensure all students built the necessary knowledge and skills to not only face academic and social challenges in and out of the classroom, but throughout their lives. Libby brings that same passion to assist individuals and their families today to support their efforts to accomplish what matters most to them. 

Libby graduated from the University of Michigan, where she earned her Bachelor's Degree in International Studies and Psychology.

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ANNE NGHIEM

ANNE NGHIEM

 Associate Vice President, Senior Client Associate 

 

Anne joined Rockefeller Capital Management with over 25 years of experience in the financial services industry. Prior to joining Rockefeller from Merrill Lynch, Anne started her career working in Minneapolis for Piper Jaffray Inc. as a Registered Sales Assistant in Equity Capital Markets, focusing on Restricted Securities transactions with extensive knowledge of SEC regulations. While living in Minneapolis, she earned her Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota. Before working in Minneapolis, Anne lived in France for many years, learning to fluently speak English, French, and Vietnamese. 

Anne focuses on client relations, assisting in establishing and maintaining their accounts. She focuses on assisting clients with managing all administrative tasks and operations, establishing new accounts and completing the corresponding paperwork, the consolidation and transfer of accounts, and financial reporting. 

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JACK MORRISON

JACK MORRISON

Registered Client Associate 

 

Jack Morrison is a Registered Client Associate at Rockefeller Capital Management. He began his financial services career in 2019. As a Registered Client Associate, Jack assists clients by helping them manage their wealth to meet their individual needs. Jack focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve. 

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REBECCA LUFT

REBECCA LUFT

Associate Vice President, Client Associate

 

Rebecca Luft is an Associate Vice President and Client Associate at Rockefeller Capital Management. She began her financial services career in 2010. Rebecca assists clients by helping them manage their wealth to meet their individual needs. Rebecca focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

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