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Benjamin Segal

Benjamin Segal

International Tax Lawyer

Followers of Benjamin Segal1000 followers
location of Benjamin SegalNew York City Metropolitan Area

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  • Timeline

  • About me

    Managing Director - Private Wealth Management - Financial Advisor with Kahner Segal Partners at UBS

  • Education

    • Seton Hall Law School

      -
      Doctor of Law (J.D.)

    • Lehigh University

      -
      B.S. in Accounting and Finance

  • Experience

    • Price Waterhouse Coopers- PwC

      Jan 1989 - Dec 1991
      International Tax Lawyer

      Outstanding Award

    • Oppenheimer & Co. Inc.

      Jan 1992 - Dec 1994
      Vice President - Equity Derivatives / Sales Trader - Equity Derivatives

    • Prudential Securities

      Jan 1994 - Dec 1998
      Managing Director - Equity Derivatives, Sales Trader - Equity Derivatives

    • Lindeman Capital

      Mar 1998 - Jan 2001
      CEO

      Managed an event driven hedge-fund.

    • Soros Fund Management

      Jan 2001 - Dec 2002
      Portfolio Manager

    • Winchester Capital

      Jan 2002 - Dec 2007
      Managing Director / Portfolio Manager

    • Wexford Capital

      Jan 2008 - Mar 2009
      Portfolio Manager / Analyst

    • UBS

      Apr 2009 - now
      Managing Director - Wealth Management

  • Licenses & Certifications

    • **Registered States** AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, WA

      FINRA

    • Certified Exit Planning Advisor

      Exit Planning Institute

  • Honors & Awards

    • Awarded to Benjamin Segal
      Forbes Best-in-State Wealth Advisors 2023, 2024 Forbes Apr 2023 The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
    • Awarded to Benjamin Segal
      Forbes Best-in-State Wealth Management Teams 2023, 2024 Forbes Jan 2023 The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures