David J. Rubis, CPFA, AIF®


David Rubis brings over ten years of financial planning, business development and management experience to the practice. As Advisor, Dave is responsible for providing comprehensive financial planning and investment services to high net worth clients and their families.

David joined Luma in February of 2017 from Spero-Smith Investment Advisors/HPM Partners where he worked as a Client Adviser with relationship and business development responsibilities. Prior to that, he was part of the Global Family & Private Investment practice at The Northern Trust Company in Chicago where he managed a team responsible for complex investment, reporting and planning needs for large families. He also served as a Retail Sales
Manager at Belmont Bank & Trust and as a Bank Manager at National City Bank and BMO Harris Bank in Chicago.

David earned a B.S. in Business Finance from Miami University and a MBA with a concentration in Management from North Central College. He is actively engaged in the Estate Planning Council of Cleveland serving on the Membership Committee, as well as a
Trustee for the Strongsville Education Foundation spearheading their Grant Committee, and the Treasurer for the Polish Veteran’s Alliance Post #1.

David lives in Strongsville with his wife Maggie and their two children. In his free time, he enjoys being with his family and friends, cooking, traveling, attending sporting events
and playing volleyball, basketball and golf.

David Rubis