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Jason Segal Email & Phone Number
Senior Wealth Strategy Associate, Portfolio Management
at
UBS
1 work email found
@btig.com
2 phones found area 914
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate, Portfolio Management
Location
New York, United States
Company size
Who is Jason Segal? Overview
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Quick answer
Jason Segal is listed as Senior Wealth Strategy Associate, Portfolio Management at UBS, a with 118049 employees, based in New York, United States. AeroLeads shows a work email signal at btig.com, phone signal with area code 914, and a matched LinkedIn profile for Jason Segal.
Jason Segal previously worked as Equity Research Associate at Btig and Associate at Morgan Stanley. Jason Segal holds Finance from University Of Arizona, Eller College Of Management.
Company email context
Email format at UBS
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{first_initial}{last}@btig.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jason Segal. Compare company email patterns before reaching out.
Profile bio
About Jason Segal
Jason Segal is a Senior Wealth Strategy Associate, Portfolio Management at UBS. He possess expertise in microsoft excel, microsoft office, customer service, bloomberg, microsoft word and 4 more skills. He is proficient in Spanish.
Listed skills include Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, and 5 others.
Current workplace
Jason Segal's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
8 roles
Jason Segal work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate, Portfolio Management
Equity Research Associate
Associate
Oct 2018 - May 2021
Portfolio Analyst
Sep 2017 - Nov 2018
Associate
• Member of a 12 person Wealth Management team with ~$1B AUM.• Passed CFA Level 1 exam.• Passed Series 7 & 66 exams. • Daily execution of trades per client orders and advisor reallocation.• Produced and maintained excel models for client specific investments in Structured Products. • Team moved to Stifel Nicolaus from Morgan Stanley in March of 2016.
Jul 2015 - Sep 2017
Sales & Trading Summer Analyst
Jh Darbie & Co.
•Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with financial markets and the overall economy. •Researched asset allocation strategies designed to help manage risk while pursuing various long-term financial goals with upside potential and downside protection. •Created daily market reports summarizing financial news, as well as finding new investment ideas. •Prospected for high net-worth individuals and determined their eligibility for the firm's investment strategies. •Trained by Vice President and trading staff in technical analysis.
Jun 2014 - Aug 2014
Global Wealth And Investment Management Intern
•Researched the top publicly traded companies, private equity firms, hedge funds and real estate properties:•Analyzed various equities using the Bloomberg terminals, to find profitable investments using a fundamental and technical analysis approach.•Created over 200 excel spreadsheets for financial advisors to use for prospecting clients; led to increased efficiency / sales.•Met with representatives from companies pitching new mutual funds, closed-end funds, hedge funds, and real estate funds. •Listened to various conference calls discussing market updates as well as new investment strategies.•Supported SVP Financial Advisor managing over $100MM in assets•Participated in meetings with portfolio managers, industry analysts and economic strategists. •Bloomberg Certified (FX,Commodities,Fixed Income,Equities)
May 2013 - Aug 2013
Team & coworkers
Colleagues at UBS
Other employees you can reach at ubs.com. View company contacts for 118049 employees →
JC
Justyna Chruściel
Colleague at UbsCracow Metropolitan Area, Poland
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W(
William (Will) Thoms, Cep
Colleague at UbsNorthbrook, Illinois, United States
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IR
Irvin Roman
Colleague at UbsCoatepec, Veracruz, Mexico
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EK
Edyta Klimas
Colleague at UbsCracow, Małopolskie, Poland
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PL
Peter Luttenbacher
Colleague at UbsOpfikon, Zurich, Switzerland
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BC
Benedetta Carli
Colleague at UbsFlorence, Tuscany, Italy
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EA
Efi Argyropoulou Prince2®, A-Csm®
Colleague at UbsZürich Metropolitan Area, Switzerland
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AS
Anmol Singh
Colleague at UbsDelhi, India
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FG
Fernando Golgo
Colleague at UbsMonaco
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RM
Ramon Marco
Colleague at UbsZurich, Switzerland
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Justyna Chruściel
Colleague at UbsCracow Metropolitan Area, Poland
View →
W(
William (Will) Thoms, Cep
Colleague at UbsNorthbrook, Illinois, United States
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IR
Irvin Roman
Colleague at UbsCoatepec, Veracruz, Mexico
View →
EK
Edyta Klimas
Colleague at UbsCracow, Małopolskie, Poland
View →
PL
Peter Luttenbacher
Colleague at UbsOpfikon, Zurich, Switzerland
View →
BC
Benedetta Carli
Colleague at UbsFlorence, Tuscany, Italy
View →
EA
Efi Argyropoulou Prince2®, A-Csm®
Colleague at UbsZürich Metropolitan Area, Switzerland
View →
AS
Anmol Singh
Colleague at UbsDelhi, India
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FG
Fernando Golgo
Colleague at UbsMonaco
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RM
Ramon Marco
Colleague at UbsZurich, Switzerland
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2 education records
Jason Segal education
Finance
University Of Arizona, Eller College Of Management
Education record
Horace Greeley High School
FAQ
Frequently asked questions about Jason Segal
Quick answers generated from the profile data available on this page.
What company does Jason Segal work for?
Jason Segal works for UBS.
What is Jason Segal's role at UBS?
Jason Segal is listed as Senior Wealth Strategy Associate, Portfolio Management at UBS.
What is Jason Segal's email address?
AeroLeads has found 1 work email signal at @btig.com for Jason Segal at UBS.
What is Jason Segal's phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for Jason Segal at UBS.
Where is Jason Segal based?
Jason Segal is based in New York, United States while working with UBS.
What companies has Jason Segal worked for?
Jason Segal has worked for Ubs, Btig, Morgan Stanley, Jpmorgan Chase & Co., and Stifel Financial Corp..
Who are Jason Segal's colleagues at UBS?
Jason Segal's colleagues at UBS include Justyna Chruściel, William (Will) Thoms, Cep, Irvin Roman, Edyta Klimas, and Peter Luttenbacher.
How can I contact Jason Segal?
You can use AeroLeads to view verified contact signals for Jason Segal at UBS, including work email, phone, and LinkedIn data when available.
What schools did Jason Segal attend?
Jason Segal holds Finance from University Of Arizona, Eller College Of Management.
What skills is Jason Segal known for?
Jason Segal is listed with skills including Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Microsoft Word, Powerpoint, Vba, and Financial Modeling.
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