David Rubin – Founder and Principal
A life-long Connecticut resident, Board Chairman of a CT local Community Bank and an Adjunct Professor of Finance in the MBA Graduate program at UConn. Actively involved in community banking, Connecticut commercial real estate, and financing for almost four decades. Undergraduate degree from Wesleyan University, M.B.A. from the University of Chicago, and CPA from Illinois. Rubin owned over 180 apartments near Yale University and owns several Class “A” and “B” commercial and industrial properties.
Terry S. Newman – Industry Consultant and Chief Marketing Officer
Experience includes Banker’s Trust, Credit Suisse (Managing Director), and Instinet (Reuters). Full time resident of Connecticut since 1987 and well known within the legal community of Fairfield County. A graduate of Barnard College (Columbia University), Ms. Newman holds additional certifications at Columbia University School of Business and Education. She is on the Board of well-known non-profits and consults with Fortune 500 companies including financial firms.
Ben Woessner – Technology Architect and Operations Administrator
Responsible for all systems architecture, user applications, data integrity, security, and customer interfaces. A Graduate of The University of Connecticut, Woessner has been with the firm since 2011.