CoverProfile

Gil Baumgarten

Founder, President & CEO

Segment Wealth Management

United States, Texas, Houston

About Me

Gil Baumgarten is a 40-year veteran of the investment industry. After beginning his career at EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found that Wall Street routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. Gil is a multi-year recipient of the "Top 1,200 Financial Advisors in America" distinction by Barron’s, where he is also ranked in the Top 20 Advisors in Texas. In 2019, Gil was named one of "America’s Top-20 Thought Leaders" on the topic of Excha

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Profile Information

Founder, President & CEO

Segment Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Houston

Texas

United States

Aug 13, 2024

Work Experience

Segment Wealth Management

Founder, President & CEO
Oct 2010 - Present
Email: gil.baumgarten@segmentwm.com

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