Tailored wealth advice

• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• IL
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA

Andrew is the founding member of Kahner Segal Partners and a UBS Managing Director. As a wealth advisor and portfolio manager, Andrew’s success relies on delivery of advice that is fully tailored to each client and their goals. His holistic wealth management approach means rendering advice beyond investment decisions, that also encompasses family, business and legacy planning. Drawing on 15 years of wealth management experience and 5 years of prior institutional experience, Andrew is proficient in serving a wide variety of clients. The group’s clientele includes business owners & entrepreneurs, family offices, nonprofit organizations, medical professionals, athletes & entertainers and corporate executives. Andrew and his team strive to provide quality of service and a seamless client experience.

Andrew graduated from the University of Maryland with a B.S. in Business Information Systems and Logistics. Prior to UBS, Andrew worked in institutional finance at Lehman Brothers. His entrepreneurial nature and fulfillment from helping others led him to transition to pursue financial advisory. Since joining UBS in 2008, he has operated as a business owner; building his practice one client at a time, until his ascendance to creating a full-service team of his own. 

Andrew serves on advisory boards for the University of Maryland Alumni Chapter, Made in Brooklyn, and Sunrise Day Camps under the UJA Federation. He's a sponsor of Entrepreneurship Organization and is on the leadership committee of the largest Business Network International chapter in the US. Philanthropically, Andrew is involved with Little Essentials, benefitting Brooklyn's underprivileged families and Beyond the Boroughs, a national scholarship foundation.

A seasoned New York City veteran, Andrew and his wife Noa now live in Miami Beach with their three children; Kyla, Jackson & Raphael.

• Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

• University of Maryland, B.S. in Business Information Systems and Logistics

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• KS
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• NJ
• NV
• NY
• OH
• OK
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• WA

Ben has over 30 years of investment experience assisting professionals, business owners, non-profits and ultra-high net worth individuals. He specializes in prudent investment management, estate planning strategies and holistic planning. As a Financial Advisor at UBS, he provides a customized approach to wealth management built on a personal relationship with his clients and shapes an understanding of their needs and aspirations.

Previously, he served as a portfolio manager/analyst in alternative investments, derivatives trading and risk management at Wexford, a ten billion dollar macroeconomics global hedge fund. At Wexford, he was responsible for consumer, financial, and industrial sectors. Before that, Ben was a portfolio manager at Winchester Capital and Soros Fund Management. At both, Ben implemented a bottoms-up investment process with a macro overlay.

Before joining Soros, Ben managed a 3.5 billion dollar family office for a Forbes 400 family. At the family office, he managed an event driven hedge fund, developed allocation models, managed a $1.5 billion dollar derivative position, invested in concentrated single stock positions, and invested in private companies.

Ben started his career as an International Tax Lawyer, then joined Prudential Securities, where he was a Senior Vice President in equity derivatives.

He is a graduate of Seton Hall Law School and Lehigh University and is admitted to the New York and New Jersey Bar. He is also a Certified Public Accountant and holds the Series 7, 66 and life insurance licenses.

• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Lehigh University, B.S. in Accounting and Finance

• AR
• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• IL
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA

Bernard has been an integral team associate for over seven years and oversees investment strategy, financial planning and business development. He works closely with clients to compose a financial plan before tailoring portfolios to their specific needs. His investment process is centered around each client’s goals, and utilizes UBS’s wealth of research and intellectual capital to craft custom solutions. In addition, Bernard advises on optimal borrowing capabilities for real estate, business capital and other niche needs.

Bernard speaks fluent French and Spanish and maintains his Series 7, 63 and 66 licenses. He received his Bachelor’s in Finance and Master’s in International Business from the University of Florida, and is a member of Florida Blue Key alumni association. He is an active member of local Chabad non-profits and interfaith initiatives.

Following their New York City tenure, Bernard and his wife now live in Miami Beach. He enjoys tennis, basketball, traveling and learning world history.

• University of Florida, B.S. in Finance
• University of Florida, M.A. in International Business

• CT
• FL
• NJ
• NY
• PA

Ariana joined the Kahner Smith Group in 2013, bringing 7 years of experience in the financial services industry. Prior to UBS, she worked as a Registered Client Service Associate at Morgan Stanley Smith Barney.

Ariana provides world-class and tailored service to our clients. She is a key person in managing our clients' administrative and banking needs as well as account maintenance.

Ariana is registered and currently holds series 7, 31, 63, and 65 securities licenses, as well as Life and Health Insurance licenses.  She speaks Portuguese and Spanish.

Ariana enjoys traveling, nature, and learning about different cultures. 

She resides in Watchung, NJ with her husband, George, sons, David, John, Matthew, and English Labrador, Jack.

• CA
• CO
• CT
• FL
• GA
• MA
• NC
• NJ
• NY
• PA
• RI
• TN
• TX
• UT
• WA

Alexander leads the team’s efforts for tailored lending, credit facilities, and derivatives. He utilizes his knowledge of debt and derivative instruments to provide tailor solutions for our client’s sophisticated needs and objectives.

Alex is also passionate about fitness, wellness, and bodybuilding. He is a certified personal trainer and owns a fitness consulting business. He spends much of his time outside of the office working out, hiking, golfing, and traveling.

He graduated cum laude from Salve Regina University in 2019 with a double major in Financial Management & Marketing. He was also a 4-year starter on the football team, Student Government Vice President, and President of the Student-Athlete Advisory Committee.

Alexander holds his Series 7 and 66 licenses and lives in Edgewater, NJ.

• Lehigh University, B.S. in Finance and Marketing

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Marcel joined the team in 2023 with four years of experience at UBS. Prior to joining, he operated in a Financial Advisory capacity delivering advice and guidance to clients. Throughout his career, Marcel has demonstrated a commitment to continuous improvement. He supports the team’s investment research arm by undertaking due diligence of investment vehicles. This includes publicly-traded securities as well as private alternative investments, such as hedge funds, private equity and real estate offerings.

Marcel graduated from the University of Florida with a Bachelor’s in Finance. He speaks French, Spanish, and Russian and maintains his Series 7 and 66 licenses. In his free time Marcel enjoys working on financial models, playing chess, and sports.

• University of Florida, B.S. in Finance

Riley joined Kahner Segal Partners in February 2023 as a Client Service Associate. She delivers comprehensive service to clients by attending to their account management needs and client requests. Working closely with the advisors, she assists in improving the team’s data analytics, prepares reporting materials, and performs investment research. Problem solving and providing exceptional client service are of utmost importance to Riley as she continues to grow on this team.

Riley graduated from The University of Alabama in 2022 with a B.S. in Mathematics and a minor in General Business. In her free time, Riley enjoys travelling, skiing, tennis, and spending time with family and friends. She currently lives in Gramercy in New York City.

• University of Alabama, B.S. in Mathematics and General Business