Gil Baumgarten

Chief Executive Officer at

Segment Wealth Management LLC

Finance

Consumer Services

Profile

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.

Gil Baumgarten active positions

Companies	Position	Start
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.	Chief Executive Officer	01/08/2012

All active positions of Gil Baumgarten

Former positions of Gil Baumgarten

Companies	Position	End
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	-

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Private companies	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