David Segal

David Segal Email and Phone Number

Senior Vice President | Investment Manager @ Truist Wealth
Texas, United States
David Segal's Location
Dallas-Fort Worth Metroplex, United States
David Segal's Contact Details

David Segal personal email

n/a
About David Segal

Accomplished multi-asset class portfolio manager, specializing in domestic and international fixed income, asset allocation, and fund selection. Expertise in structuring and managing institutional total return strategies with a proven track record of generating sustainable outperformance. Well-versed in optimizing risk-based and target-date strategies using a blend of quantitative and fundamental factors. Recognized for excellent investment acumen, technical skills, innovative ideas, and strong verbal and written communication.

David Segal's Current Company Details
Truist Wealth

Truist Wealth

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Senior Vice President | Investment Manager
Texas, United States
Website:
truist.com/wealth
Employees:
1736
David Segal Work Experience Details
  • Truist Wealth
    Senior Vice President | Investment Manager
    Truist Wealth
    Texas, United States
    View
  • United Texas Bank Dallas
    Avp, Investment Officer
    United Texas Bank Dallas Nov 2022 - Present
    Dallas, Texas, United States
    View
  • United Texas Bank Dallas
    Investment Analyst
    United Texas Bank Dallas Oct 2021 - Nov 2022
    Dallas, Texas, United States
    View
  • Bok Financial
    Vice President, Portfolio Manager Strategic Investment Advisors Group
    Bok Financial Mar 2019 - Jun 2021
    Dallas-Fort Worth Metroplex
    Strategic Investment Advisors Lead Fixed Income PM
    View
  • Bok Financial
    Senior Investment Analyst, Portfolio Manager
    Bok Financial Mar 2016 - Mar 2019
    Dallas/Fort Worth Area
    previously The Milestone Group, rebranded to BOK Financial Private Wealth
    View
  • Bok Financial
    Investment Analyst, Portfolio Manager
    Bok Financial Apr 2012 - Mar 2016
    Dallas/Fort Worth Area
    previously Weaver Wealth Management, LLC, acquired by BOK Financial and rebranded as The Milestone Group (RIA of BOKF)
    View
  • Bnp Paribas Asset Management
    Fixed Income Portfolio Manager
    Bnp Paribas Asset Management Mar 2010 - Apr 2012
    New York, New York
    Global Short Duration and Stable Value
    View
  • Bnp Paribas Asset Management
    Structured Securities Research Analyst
    Bnp Paribas Asset Management Mar 2008 - Mar 2010
    New York, New York
    previously Fisher Francis Trees & Watts, rebranded to BNP Paribas Asset Management.
    View
  • Bny Mellon
    Hedge Fund Performance Analyst
    Bny Mellon Jan 2006 - Mar 2008
    New York, New York
    Ivy Asset Management, LLC a Fund of Hedge Funds, a previous subsidiary of BNY Mellon.• Generated statistical and peer group analysis for hedge fund strategies.• Developed pricing matrix for cash and synthetic CDO positions.• Reported and reconciled daily performance for multi-billion hedge fund of funds portfolio.
    View

David Segal Education Details

Frequently Asked Questions about David Segal

What company does David Segal work for?

David Segal works for Truist Wealth

What is David Segal's role at the current company?

David Segal's current role is Senior Vice President | Investment Manager.

What is David Segal's email address?

David Segal's email address is ds****@****utb.com

What schools did David Segal attend?

David Segal attended Southern Methodist University - Cox School Of Business.

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