Bradley Rubenstein, AIF®

Investment Operations Specialist

Bradley Rubenstein

Bradley Rubenstein

AIF®

Precise and process-driven.

Bradley has been a valued member of the team since 2022. His work focuses on investment-related tasks, particularly where they intersect with firm operations. In his role, Bradley contributes to managing and optimizing investment processes, utilizing portfolio reporting software, and supporting the planning staff with tasks related to portfolios and investments. His attention to detail and commitment to excellence make him a key part of the MKD team.

Life Outside the Office

Life Outside the Office

Bradley enjoys weightlifting, reading, and spending time outdoors. He shares his life with his girlfriend, Dilaney, and their beloved cat, Smudge, who keeps things lively at home.

Bradley’s Credentials

  • Walsh College in Troy, Michigan, with a BBA in Finance
  • Accredited Investment Fiduciary® (AIF®)
Accredited Investment Fiduciary

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