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Rick Rubin
Portfolio Manager and Vice President at Tufton Capital Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tufton Capital Management, LLC | Portfolio Manager and Vice President | Apr 2015 to Present | Develop and execute investment strategies to meet the objectives of high-net-worth individuals and families. |
| PNC Wealth Management | Senior Investment Advisor, Vice President | Feb 2009 to Apr 2015 | — |
| PNC Advisors | Senior Equity Research Analyst, Vice President | Jun 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 Mason | Equity Research Analyst, Vice President | Dec 1998 to Jun 2003 | Provided investment research on real estate investment trusts (REITs) to institutional investors and retail sales force. |
| USF&G Realty Advisors | Senior Portfolio Controller | Jan 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, LLC | Senior Accountant | Jun 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
Others at Tufton Capital Management (4)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Kingsville, MD , United States | |
| Senior Portfolio Manager | Washington, DC , United States | |
| President and Managing Partner | Baltimore, MD , United States | |
| Partner | Baltimore, MD , United States |
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