Rubin Miller

Rubin Miller, CFA, is a financial professional currently serving as the Chief Investment Officer and Senior Financial Advisor at Peltoma Capital Partners, not Perspective Wealth Partners as mentioned in the query.17 He is based in Austin, Texas.1

Professional Background

Rubin Miller has a diverse background in wealth management and investment advisory. He founded Peltoma Capital Partners, LLC in 2023, where he serves as the principal owner and Chief Compliance Officer.7 Prior to this, he worked at Dimensional Fund Advisors (DFA).8

Expertise and Focus

Miller specializes in helping high-net-worth investors align their wealth with personal goals and aspirations.3 He emphasizes a client-centric approach, focusing on managing tradeoffs for high-performing professionals.8

Education and Credentials

• Rubin holds the Chartered Financial Analyst (CFA) designation.1
• He is an alumnus of Kenyon College.1

Additional Roles and Interests

• Board Member: USC CIS (University of Southern California Center for Investment Studies)8
• Speaker: SXSW 20248
• Writer: Rubin maintains a blog called Fortunes & Frictions (fortunesandfrictions.com)1

Recent Personal Update

As of September 12, 2024, Rubin shared that he was going through a divorce, which he had been dealing with for five months prior to the public announcement.2

Rubin Miller is active on LinkedIn, where he frequently shares insights on investment strategies, wealth management, and personal finance.456