$3.9 trillion
In invested assets globally
As of 12/31/2022
Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager