Who We Are

Rubin Miller, CFA

Rubin Miller, CFA

Chief Investment Officer, Senior Financial Advisor

937-416-5966

rubin@peltomacapital.com

Rubin is the Founder & Chief Investment Officer of Peltoma Capital Partners. He lives in Austin, TX with his daughter, Olive. He has nearly 20 years of investment experience, starting as a commodities and fixed income trader at The Chicago Board of Trade, then as a Regional Director at Dimensional Fund Advisors, and most recently as a Partner, Senior Financial Advisor and Chief Investment Officer at Perspective Wealth Partners.

Rubin founded Peltoma Capital Partners, in 2023, to help show people that there's a better way to invest. In addition to being a Forbes contributor, he is the acclaimed writer of the Fortunes & Frictions blog, which has readers in over 125 countries and has earned praise from individuals like Josh Brown (CNBC) and Jason Zweig (WSJ). He's recognized as someone who can demystify complicated investment ideas, and takes the time to ensure investors are aligned on the core ideas of what's being implemented on their behalf.

Rubin is a relentless advocate for financial literacy, and a founding committee member of the USC Financial Literacy Festival, which had over 1,000 attendees in its inaugural 2022 event. He was a speaker at both SXSW 2023 + SXSW 2024, in Austin, TX.

In early 2024, he became a board member of the University of Southern California (USC) Center for Investment Studies.

He graduated from Kenyon College, and received an MBA in Finance from USC. Rubin earned the National Chess Master title at age 15. He is a CFA charterholder.


Schedule a Meeting with Rubin


Rachael Levine, CFP®

Rachael Levine, CFP®

Partner, Senior Financial Advisor

512-968-6146

rachael@peltomacapital.com

Rachael is a Partner and Senior Financial Advisor at Peltoma Capital Partners. She lives in Austin, TX with her husband, Alex, and their Australian Shepherd, Dax. With over a decade of financial experience, Rachael is passionate about leveraging financial planning to help people reclaim life’s most valuable asset—time—and using it to construct lives of meaning, happiness, and fulfillment.

Before finding her niche at Peltoma, Rachael honed her investment expertise as a Regional Director at Dimensional Fund Advisors. In that role, she oversaw billions of dollars in assets and consulted to many of the nation’s leading financial advisory firms on asset allocation and evidence-based investing principles.

An avid traveler, Rachael is passionate about empowering others to experience the world more deeply. Having ventured through 36 countries (and counting), she champions the myriad benefits of sabbaticals, remote work experiences, and long term travel opportunities.

Rachael graduated magna cum laude from The University of Texas at Austin, earning a BS in Finance. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, she is committed to serving clients as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. 


Schedule a Meeting with Rachael 

Advisory Board 

Chris Lay, PhD

Chris Lay, PhD

CEO @ Leonid

Ehsan Jabbarzadeh, PhD

Ehsan Jabbarzadeh, PhD

Professor, Entrepreneur, Venture Capitalist @ IAG

Emma  Sugerman

Emma Sugerman

Co-founder @ MAVIDA

Hugh Forrest

Hugh Forrest

Co-President & Chief Programming Officer @ SXSW

Kevin  Mills

Kevin Mills

President @ audiochuck

Leah Israel

Leah Israel

Founding Partner @ Magnify Strategies

Paul Smith

Paul Smith

Founder @ Twelve Rivers Realty

Zak Fishman

Zak Fishman

Director @ Corecentric Solutions


USC Financial Literacy Festival

XY Tax Solutions