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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SFMG Wealth Advisors | Senior Investment Analyst | Jan 2025 to Present | — |
| SFMG Wealth Advisors | Investment Analyst | Jan 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, ... |
| WeWin | Co-Founder | Dec 2021 to Aug 2023 | — |
| Redbud Brands | Investment Analyst | Aug 2022 to Dec 2022 | — |
| TAMID Group | Start-Up Consultant | Sep 2018 to Jun 2022 | Business consulting for Israeli Start-Ups |
| Satori Capital | Summer Intern | Jun 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 Agency | Account Manager | Jul 2020 to Aug 2020 | — |
| Equitech Financial Consulting | FinTech Analyst | Jun 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 Fellowships | Campus Ambassador | Dec 2018 to Dec 2019 | — |
| Camp Champions | Sailing Instructor | Jun 2017 to Aug 2017 | Camp counselor specializing in sail instruction |
| US Congress | Intern | Sep 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
Others at SFMG, LLC (8)
| Name | Role | Location |
|---|---|---|
| Principal | San Francisco, CA , United States | |
| Alternative Investment Associate | Allen, TX , United States | |
N Nick Gaumer | Manager of Trading and Stakeholder | TX , United States |
G Garrett Cayet | Chief Investment Officer | Dallas, TX , United States |
J Jeremy White | Senior Investment Analyst | TX , United States |
| Trading Associate | TX , United States | |
N Nathan King | Alternative Investment Associate | TX , United States |
W Wyatt Blackstock | Investment Analyst | Prosper, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Research Analyst | Penn Davis Mcfarland Inc. | Dallas, TX , United States | |
| Portfolio Manager | Penn Davis Mcfarland Inc. | Dallas, TX , United States |