Neil D. Rubinstein

Private Advisor, Managing Director

Neil is a founding partner of RSA Family Wealth and joined Rockefeller Capital Management in June 2019. He is dedicated to providing financial planning, investment management, and wealth structuring services to successful families in North Texas and across the United States. Along with all members of RSA Family Wealth, Neil is committed to delivering a high-touch, professional service and enjoys working with great families every day.

Neil has more than twenty-six years of experience in the field of finance. He obtained his undergraduate degree in accounting and MPA (Master of Professional Accounting) from the University of Texas at Austin. Neil began his career in public accounting as a C.P.A. with PricewaterhouseCoopers. Neil was named to Forbes “Best-in-State Wealth Advisors” list in 2018, 2019, and 2023.

Neil is a Certified Investment Management Analyst® (CIMA), awarded by the Investments & Wealth Institute™ (formerly Investment Management Consultants Association) through the Wharton School of Business.

Neil and his family reside in Plano, Texas. Neil and his wife, Dafna, are involved in the community, both serving on community Boards of Directors and committees. He is a graduate of Leadership Plano and a Past President of the Board of both Congregation Anshai Torah and Akiba Yavneh Academy of Dallas. Neil currently serves on the board of Akiba Yavneh Academy of Dallas and The Legacy Senior Communities

Both Neil and his family enjoy staying active and spending time in Breckenridge, CO skiing in the winter and hiking in the summer.

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.