Steve Rubenstein is the founder and a principal of Arrow Partners, a leading third party marketing firm serving the investment management industry.
In 1998, Arrow Partners was a founding member of the Third Party Marketers Association, of which Steve was President from 2004 until 2006.
Since founding Arrow Partners in 1995, Steve has been a leading advocate of the third party marketing industry. He has written and been quoted extensively in numerous industry publications.
Steve is also a member of the Professional Qualifications Advisory Committee (PQAC), a Municipal Securities Rulemaking Board (MSRB) committee that is responsible for the development and maintenance of content in qualification examinations that are owned by the MSRB.
He holds the Series 7, 24, and 63 securities licenses. Steve's prior experience includes:
- Vice President at Bankers Trust in the Global Investment Management Group. He was primarily responsible for establishing private-label and subadvisory relationships.
- Marketing and selling independent equity research to U.S.-based institutional investors for Institutional Research Services, .
- Selling independent research products and services to financial institutions for Drexel Burnham Lambert.
Education:
Steve graduated from Lehigh University in 1984 with a Bachelor of Science in Finance.
