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Gil Baumgarten
Directeur Général chez
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.
Postes actifs de Gil Baumgarten
| Sociétés | Poste | Début |
|---|---|---|
Segment Wealth Management LLC
 Segment Wealth Management LLC Investment ManagersFinance Segment may utilize fundamental, technical and cyclical analysis as their methods of security analysis. Their investment strategies are founded on the fundamental beliefs that the markets are efficient, and investors are irrational. | Directeur Général | 01/08/2012 |
Anciens postes connus de Gil Baumgarten
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formation de Gil Baumgarten
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Segment Wealth Management LLC
Segment Wealth Management LLC Investment ManagersFinance Segment may utilize fundamental, technical and cyclical analysis as their methods of security analysis. Their investment strategies are founded on the fundamental beliefs that the markets are efficient, and investors are irrational. | Finance |
Stephen F. Austin State University
 Stephen F. Austin State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
