Benjamin Segal

Managing Director-Wealth Management, UBS

Benjamin Segal brings over 30 years of investment experience to his role at UBS, specializing in prudent investment management, estate planning strategies, and holistic financial planning. He works closely with professionals, business owners, and non-profits to build customized wealth management strategies that align with their goals and aspirations. With a background that includes serving as a portfolio manager and analyst in various investment sectors, Ben has also led global hedge fund teams and managed substantial family office assets for Forbes 400 families. His experience in financial markets, alongside a law background, allows him to create tailored solutions for clients, focusing on long-term growth and sustainability.

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