Ep. 77: Chess master shows you a better way to invest

Listen on: Apple – Spotify – Soundcloud

Rubin Miller is the Founder & Chief Investment Officer of Peltoma Capital Partners. He and his wife Emily, and their daughter Olive Rae, live in Austin, TX. 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. Most recently he spoke at SXSW in Austin, TX, and at the 2023 Private Wealth Management Summit in San Diego, CA.

He graduated from Kenyon College, and received an MBA in Finance from the University of Southern California (USC). Rubin earned the National Chess Master title at age 15. He is a CFA charter holder.

What makes you uniquely qualified to discuss financial and artistic freedom for musicians?

Strong investment background, concern for artists and their wellbeing

What is a crazy-but-true fact about you?

I got my first corporate investment job by attending the Elton John Grammy Party as a guest of Mo Ostin.

Why is financial literacy among musicians important to you?

Everyone deserves music. Everyone deserves financial literacy. How can we skip supporting the artists themselves?

What is one piece of advice you would impart on the audience?

Most investment success is about avoiding unforced errors.

Connect with Rubin:

Thanks for listening and keep thriving!