David Rubin

Entrepreneurial finance and risk management within private, closely held, or non-public corporations. Specific interests are tax, transactional cost, and operating risk mitigation strategies. Professional experience and current involvement includes:

• rapidly growing, mid-tier (< $100MM) entrepreneurial firms
• asset-based lending, synthetic ownership and transactions within Commercial Real Estate (ranging from Lease Rights to Carbon Credits, to risk transfer transactions)
• Mutual Financial Institution governance
• High Net-Worth and Family Offices