Jeff Rubin holds a Bachelor of Science Degree in Business Administration and an MBA in Management Science from the University of Connecticut. He began his career in the financial services industry with Oppenheimer Management Corporation, the Wall Street mutual fund company, marketing Oppenheimer’s family of mutual funds. Jeff spent 12 years in banking where he held the positions of Supervisor/Funds Management, Tax Manager and Controller. While involved in banking, his responsibilities included the operation of a discount brokerage subsidiary and the management of high net worth client accounts. He holds the coveted Certified Financial Planner designation and is a Registered Investment Advisor.
Jeff has been associated with IPG since 1992. His role as President of IPIC, Inc. is to focus on corporate and individual retirement planning as well as asset allocation and mutual fund selection. He uses sophisticated systems as well as his extensive background in the financial services industry to develop the necessary programs to meet client’s needs. Jeff works closely with Charles Schwab & Co. utilizing a broad array of no-load investments to construct portfolios for 401k and other retirement programs. Jeff currently serves on the Board of the Samaritans in Keene and is a member of Allocations for the Monadnock United Way. Jeff has served on the Waldorf School Board and Monadnock Area Pastoral Services (MAPS) Board and frequently coaches youth sports teams.