Sign in

You're signed outSign in or to get full access.

Griffon Rubin

Griffon Rubin

Senior Investment Analyst at SFMG, LLC

Dallas, TX , United States

About

Griffon Rubin is a Senior Investment Analyst at SFMG Wealth Advisors, based in Dallas, Texas. In this role, he specializes in personalized financial planning and wealth management for high-net-worth clients, supporting the firm's investment strategy and portfolio research. His responsibilities include sector analysis, asset allocation, and contributing to investment decisions for a diverse client base including executives, entrepreneurs, and private equity investors.

Griffon’s expertise spans multiple asset classes, with a particular focus on consumer packaged goods, venture capital, private equity, and alternative investments. Prior to joining SFMG, he co-founded WeWin, worked as an analyst at an Austin-based venture capital fund, and interned with a DFW private equity firm and a financial consulting company in Tel Aviv. He has also conducted research on cybersecurity investments and developed fintech-focused investment theses.

He holds a Bachelor of Arts in Political Science with a minor in Middle Eastern Languages, Literature, and Culture from Stanford University, and completed a study abroad program in Middle East politics, economics, and languages at Tel Aviv University. Griffon has demonstrated a unique capability in cross-border investment research and has contributed to strategic investment projects involving both US and Israeli markets, positioning him as a valuable asset in international investment analysis.

Career History

OrganizationRoleDate RangeDetails
SFMG Wealth AdvisorsSenior Investment AnalystJan 2025 to Present
SFMG Wealth AdvisorsInvestment AnalystJan 2023 to Jan 2025
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, ...
WeWinCo-FounderDec 2021 to Aug 2023
Redbud BrandsInvestment AnalystAug 2022 to Dec 2022
TAMID GroupStart-Up ConsultantSep 2018 to Jun 2022
Business consulting for Israeli Start-Ups
Satori CapitalSummer InternJun 2021 to Jul 2021
In this role, I sourced and met with Cybersecurity-focused Venture Capital Funds and top-performing Hedge Fund Managers, I created an in-depth investment thesis for Bitcoin, and I learned a significan...
The Bridge - Growth Hacking AgencyAccount ManagerJul 2020 to Aug 2020
Equitech Financial ConsultingFinTech AnalystJun 2020 to Aug 2020
In this role, I conducted in-depth market research, created detailed industry reports for FinTech Aviv (Israel's largest FinTech community), helped launch The Bridge (a new FinTech PR Company), led cl...
Hasbara FellowshipsCampus AmbassadorDec 2018 to Dec 2019
Camp ChampionsSailing InstructorJun 2017 to Aug 2017
Camp counselor specializing in sail instruction
US CongressInternSep 2016 to May 2017
Intern for Congressman Pete Sessions of Texas’ 32nd Congressional District and Chairman of the House Rules Committee.

Education

Stanford University

Political Science + Middle Eastern Languages, Literature, and Culture

2018 2022

Tel Aviv University

Study Abroad Program, Middle East Politics, Economics, and Languages

2019 2020

Skills & Expertise

Equity Research
Trading
Investment Strategies
Fixed-Income Investing
Mutual Funds
Financial Analysis
Competitive Analysis
Market Analysis
Analytical Skills
Alternative Investments
Data Analysis
Leadership
Graphic Design
Video Editing
Motion Graphics
Research
Event Planning
Android Development
Investment Management
Equities
Adobe Photoshop
Adobe Premiere Pro
After Effects
Microsoft Excel
Microsoft PowerPoint
Adobe Illustrator
Adobe InDesign
Adobe Audition
Java
Python (Programming Language)
C++
R (Programming Language)
Kotlin
Hebrew
Arabic
Middle East Politics
Investment Valuation
Start-up Consulting

Others at SFMG, LLC (8)

NameRoleLocation
Jim Lansing
Jim Lansing
PrincipalSan Francisco, CA , United States
Maxim Jostrand
Maxim Jostrand
Alternative Investment AssociateAllen, TX , United States
N
Nick Gaumer
Manager of Trading and StakeholderTX , United States
G
Garrett Cayet
Chief Investment OfficerDallas, TX , United States
J
Jeremy White
Senior Investment AnalystTX , United States
Luke Watkins
Luke Watkins
Trading AssociateTX , United States
N
Nathan King
Alternative Investment AssociateTX , United States
W
Wyatt Blackstock
Investment AnalystProsper, TX , United States

Similar Fund Managers

NameRoleFundLocation
Jeffrey Helfrich
Jeffrey Helfrich
Portfolio Manager and Research AnalystPenn Davis Mcfarland Inc.Dallas, TX , United States
Charles Norton
Charles Norton
Portfolio ManagerPenn Davis Mcfarland Inc.Dallas, TX , United States