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

Gil Baumgarten
Founder, President & CEO
Segment Wealth Management
United States, Texas, Houston
About Me
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
Keylinks
More profiles to browse
CP
Charles Plaster
Senior Analyst
GW
Gwen Wilmeth
Chief Compliance Officer, Controller
JH
Jen Heerensperger
Client Advisor and Portfolio Manager
Ryan Farias
Senior Portfolio Manager
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University