Profile
Mr. Rubinstein joined Homrich Berg in September 2005.
Prior to that, he workd with The Ayco Co., a Goldman Sachs company, where he provided comprehensive financial planning, investment advice and tax return preparation, primarily to corporate executives.
He previously worked for Raymond James & Associates, Coca-Cola Enterprises Inc. (in the legal and tax departments), The Tennessee Valley Authority and Contel Corporation.
In these positions, Steve worked with federal and state income tax issues, and with compensation and retirement plans.
Mr. Rubinstein graduated form the University of Miami, and has a master's degree in accounting from the University of Florida and a J.D.
from the University of Miami School of Law.
He enjoys traveling and reading.
Former positions of Steve S. Rubinstein
| Companies | Position | End |
|---|---|---|
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | 2005-08-30 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 1997-08-30 |
Coca-Cola Enterprises, Inc.
 Coca-Cola Enterprises, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola Enterprises, Inc. markets, produces, and distributes nonalcoholic beverages. It distributes products to customers in Belgium, continental France, Great Britain, Luxembourg, Monaco, the Netherlands, Norway, and Sweden. Its products include Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero, Fanta and Capri-Sun. The company was founded in 1944 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | 1994-07-30 |
ConTel Corp.
 ConTel Corp. Specialty TelecommunicationsCommunications Part of Verizon Communications, Inc., ConTel Corp. is a telecommunications company. The company is based in Atlanta, GA. ConTel was acquired by GTE Corp. on March 15, 1991 for $6,421.20 million. | Corporate Officer/Principal | 1987-12-30 |
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | - |
Training of Steve S. Rubinstein
| University of Miami | Graduate Degree |
| University of Florida | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
Coca-Cola Enterprises, Inc.
Coca-Cola Enterprises, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola Enterprises, Inc. markets, produces, and distributes nonalcoholic beverages. It distributes products to customers in Belgium, continental France, Great Britain, Luxembourg, Monaco, the Netherlands, Norway, and Sweden. Its products include Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero, Fanta and Capri-Sun. The company was founded in 1944 and is headquartered in Atlanta, GA. | Consumer Non-Durables |
ConTel Corp.
ConTel Corp. Specialty TelecommunicationsCommunications Part of Verizon Communications, Inc., ConTel Corp. is a telecommunications company. The company is based in Atlanta, GA. ConTel was acquired by GTE Corp. on March 15, 1991 for $6,421.20 million. | Communications |
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