Gil Baumgarten
Vorstandsvorsitzender bei Segment Wealth Management LLC
Profil
Gil Alan Baumgarten is currently the Chief Executive Officer & Chief Investment Officer at Segment Wealth Management LLC since 2012.
Prior to this, he worked as a Senior Vice President & Senior Portfolio Manager at UBS Financial Services, Inc. from 2000 to 2010, a Principal at E.F.
Hutton & Co., Inc., and a Senior Portfolio Manager at Morgan Stanley Smith Barney Private Management LLC from 1985 to 2000.
He received his undergraduate degree from Stephen F.
Austin State University in 1982.
Aktive Positionen von Gil Baumgarten
| Unternehmen | Position | Beginn |
|---|---|---|
Segment Wealth Management LLC
 Segment Wealth Management LLC Investment ManagersFinance Segment Wealth Management LLC (Segment) is a registered investment advisor headquartered in Houston, Texas. The firm was founded by Gil Baumgarten in 2006 and is principally owned by GAB Interests, Inc. Segment provides investment advisory services to individuals, business entities, pension and profit sharing plans, trusts, estates and charitable organizations. | Vorstandsvorsitzender | 01.08.2012 |
Ehemalige bekannte Positionen von Gil Baumgarten
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Ausbildung von Gil Baumgarten
| Stephen F. Austin State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Segment Wealth Management LLC
Segment Wealth Management LLC Investment ManagersFinance Segment Wealth Management LLC (Segment) is a registered investment advisor headquartered in Houston, Texas. The firm was founded by Gil Baumgarten in 2006 and is principally owned by GAB Interests, Inc. Segment provides investment advisory services to individuals, business entities, pension and profit sharing plans, trusts, estates and charitable organizations. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
