Nicholas Westly is a financial advisor at Rubicon Global Group and Rubicon Global Advisors based in Portland, OR. He holds a Series 65 designation and has previous experience working at Leaf & Cole, LLP, Armanino, LLP, and Grant Thornton, LLP. He has also spent time as a full-time student most recently since 2023. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning clients’ financial goals with their social and religious values through customized asset allocations and a combination of fundamental, technical, and cyclical investment analysis.

Mohammad Rahman is a financial advisor with Rubicon Global Group and Rubicon Global Advisors, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Rubicon Global Halal Advisors LLC since 2003, with prior roles at Baker Ellis Asset Management LLC and Wells Fargo Clearing. Rahman is the founder and president of both the Institute of Halal Investing and the One Ummah Foundation, a nonprofit established in memory of his late son. He has also served as an adjunct lecturer at Portland State University. Rubicon Global Halal Advisors primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations, trusts, corporations, and pension or profit-sharing plans. The firm provides discretionary investment management focused on aligning financial goals with clients’ social and religious values through customized portfolios and a one-on-one advisory process.