ABOUT
Hub Financial Management
Hub Financial Management is a full-service multi-family office. While our focus is on wealth and asset management, we tailor our services to match each client's goals. By tapping into our team's rich experience we are able to respond to each family's unique financial and administrative needs, from tax planning to travel arrangements. Since its founding in 1985, Hub has overseen the savings and investments of individuals and families, while supervising the finances of privately owned businesses and non-profit organizations. Our executive team draws upon more than 45 years of collective financial and operational expertise to provide careful management and creative consultation and find the right solution for each situation.
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In addition to our core business of individual and family wealth management and estate planning, the firm also administers clients' business interests in a wide range of industries, including commercial real estate, interior design, telecommunications, power generation equipment, renewable energy and yacht management. With up-to-the minute knowledge of economic trends and strategies, Hub Financial Management gives our clients the information they need to keep their affairs running smoothly and successfully. Through personal attention and a comprehensive approach, Hub Financial Management ensures that each client's requirements are met with innovation, understanding and competence.
Our Team
Julie Lubin
President and Founder
Kris Kaiser
Director of Information Technology
As President and Founder of Hub Financial Management, Julie Lubin has more than 25 years of experience as chief financial officer, business and wealth manager to many high net-worth individuals and privately-owned businesses. Having began her career as a bookkeeper for several wealthy clients, Ms. Lubin quickly developed her skills to include business management and investment counseling. In addition to providing long-lasting wealth management services to numerous families, Ms. Lubin has acted as the chief financial officer for a commercial real estate firm, a luxury, international interior design firm and a worldwide distributor of telecommunications equipment. In her position as CFO, Ms. Lubin is responsible for internal financial management, investment reporting, information technology, human resources and company financial planning. Ms. Lubin has extensive experience handling sophisticated multi-million dollar financial transactions in a variety of multi-facted markets. Her expertise, paired with her dedication to personal service, have awarded her a long list of loyal and successful clientele.
As the Director of Information Technology, Kris Kaiser acts as the internal company driver for Hub Financial Management's extended IT network. For the past 20+ years, Mr. Kaiser has worked in all aspects of corporate IT from PC support to complete network design and implementation. His advanced technological capabilities allow him to streamline daily business operations, while managing the robust nature of Hub's network systems, including our clients' private companies' networks. Mr. Kaiser provides specialized knowledge of Citrix XenApp and Microsoft Terminal Services and works extensively with Microsoft server products and Cisco switching and security gear. His broad-based comprehension of computer systems awards Hub the opportunity to serve outside associates with superior speed, accuracy and efficiency.