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Rick Rubin

Rick Rubin

Portfolio Manager and Vice President at Tufton Capital Management

Baltimore, MD , United States

About

Rick S. Rubin, CFA, is the Portfolio Manager and Vice President at Tufton Capital Management, based in Baltimore, Maryland. As a senior member of the investment committee, he is directly responsible for the oversight and management of client portfolios, specializing in the analysis and coverage of consumer staples companies and Real Estate Investment Trusts (REITs). Rick works closely with high-net-worth individuals and institutional clients, delivering tailored portfolio strategies that reflect his commitment to long-term value and risk-adjusted returns.

Before joining Tufton Capital Management in 2015, Rick accumulated substantial experience as a Senior Investment Advisor and Vice President at PNC Wealth Management, where he served a diverse clientele for over a decade. His background also includes leadership roles at Mercantile Trust as Co-Head of Equity Research and earlier as an Equity Research Analyst at Legg Mason. This career trajectory has equipped him with deep sector expertise and a comprehensive understanding of equity markets, particularly within consumer goods and real estate.

Rick holds an MBA in Finance from Loyola University Maryland and a BS in Accounting from Towson University. In addition to his CFA designation, he obtained his CPA certification in 1994, evidencing his strong analytical and financial acumen. Rick is an active member of both the Baltimore CFA Society and the CFA Institute, and is recognized for his rigorous research process and consistent contributions to portfolio management in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Tufton Capital Management, LLCPortfolio Manager and Vice PresidentApr 2015 to Present
Develop and execute investment strategies to meet the objectives of high-net-worth individuals and families.
PNC Wealth ManagementSenior Investment Advisor, Vice PresidentFeb 2009 to Apr 2015
PNC AdvisorsSenior Equity Research Analyst, Vice PresidentJun 2003 to Feb 2009
Mercantile Safe-Deposit & Trust Company (PNC acquired Mercantile in 2007) Analyzed and recommended Consumer stocks to portfolio managers and high-net-worth advisors. Co-Head of Equity Research of Merc...
Legg MasonEquity Research Analyst, Vice PresidentDec 1998 to Jun 2003
Provided investment research on real estate investment trusts (REITs) to institutional investors and retail sales force.
USF&G Realty AdvisorsSenior Portfolio ControllerJan 1996 to Jan 1998
Controller for USF&G's institutional real estate portfolio and USF&G sponsored public real estate fund.
C.W. Amos & Company, LLCSenior AccountantJun 1993 to Aug 1996
Audited financial and accounting data for diverse client base. Prepared corporate tax returns. Certified Public Accountant in Maryland (currently inactive status).

Education

Loyola University Maryland

Master of Business Administration (MBA), Finance, General

1997 1998

Towson University

Bachelor of Science (BS), Accounting

1989 1993

RHS

Skills & Expertise

Portfolio Management
High Net Worth Individuals
Data Analysis
Investment Strategies
Investments
CPA
Microsoft Excel
Research
Accounting
Investment Advisory
Equities
Sales

Others at Tufton Capital Management (4)

NameRoleLocation
Aleksandr Olshanskiy
Aleksandr Olshanskiy
Investment AnalystKingsville, MD , United States
Barbara Rishel
Barbara Rishel
Senior Portfolio ManagerWashington, DC , United States
Chad Meyer
Chad Meyer
President and Managing PartnerBaltimore, MD , United States
Scott Murphy
Scott Murphy
PartnerBaltimore, MD , United States

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