Profil
David Benjamin Segal worked as a Senior Investment Analyst at BOK Financial Private Wealth, Inc. from 2016 to 2020.
He received his undergraduate degree from Southern Methodist University.
Anciens postes connus de David Benjamin Segal
| Sociétés | Poste | Fin |
|---|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Analyst-Equity | 01/10/2020 |
Formation de David Benjamin Segal
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















