Emily Rubin on Building Trust and Navigating Life’s Defining Financial Moments
In the latest episode of Genius Loves Company, Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, speaks with Emily Rubin, Private Advisor and Managing Director in Rockefeller’s Entrepreneurs Group. Emily reflects on the early influences that shaped her relationship with money, from growing up in a family immersed in wealth management to building her own experience in consulting before returning to help modernize her family’s business. Emily also shares her perspective on building trust over time, noting that effective advice goes beyond numbers; it requires listening, understanding, and helping clients feel seen, heard, and confident in their decisions.
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This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCM014710
