Client Services Team
Robert J. Rubenstein
Managing Director
Bob is a Managing Director of Marquette Asset Management and President and Senior Trust Officer of Marquette Trust. He is responsible for managing the financial activities of clients and their families, including trust, private foundation, estate, retirement and agency account administration, coordination of income and estate tax planning, advisory services, and customized planning and analysis. Bob has over twenty years of experience in the field and is widely respected for his fiduciary administration and client relationship skills. Bob came to Marquette Asset Management from U.S. Trust Company, where he served as a Senior Vice President, Senior Trust Officer for the Minnesota Region and as a member of U.S. Trust's National Fiduciary Policy Committee. His early career included personal trust administration and trust marketing positions with large bank trust departments and brokerage affiliated trust companies. Bob has a B.A. (1977) in Political Science from the University of Minnesota and a J.D. (1980) from the University of Minnesota Law School. He serves as Chairman of the Marquette Financial Companies Midwest Regional Charitable Giving Committee and sits on the endowment investment committees of the St. Paul United Jewish Fund and Council and the Institute for Agriculture and Trade Policy.
