Tailored wealth advice

Professional guidance that helps inspire confidence

Andrew Howard Kahner

Managing Director–Wealth Management

Financial Advisor

As a wealth advisor, Andrew's success relies on delivery of advice that is fully tailored to each client and their goals. Whether you're an emerging business owner seeking expansion, a family office utilizing advanced portfolio management, or an athlete or entertainer in need of efficient cash management, Andrew and his team strive to provide quality service and a seamless client experience. Andrew's comprehensive wealth management approach begins with you; listening to your needs and goals. He then devises a plan that takes into account your holistic profile; your family, business and legacy.

Andrew graduated top of his class from the University of Maryland with a B.S. in Business Information Systems and Logistics. Prior to UBS, Andrew worked at Lehman Brother's bond trading department. His desire for increased autonomy and fulfillment from helping others led him to pursue financial advisory services. Since joining UBS, he's operated as an entrepreneur; building his business from the ground up, one client at a time, until his ascendance to creating a full-service team of his own. Implementing and executing a client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council.

Andrew serves on advisory boards for the University of Maryland Alumni NY Chapter, Made in Brooklyn, and Sunrise Day Camps under the UJA Federation. He is 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.

Andrew resides in Brooklyn with his wife Noa and their 2 children, Kyla and Jackson.

Registered States:
  • 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
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award 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.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
  • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year. 
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.

The ratings are based on quantitative factors and are 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

1251 Avenue of Americas
2nd Floor
New York, NY 10020
  • (212) 626-8853

Email Me

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.

Globe
  • Andrew Kahner

    Andrew Howard Kahner

    Managing Director–Wealth Management

    Financial Advisor

    • image
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    • 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
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA

    As a wealth advisor, Andrew's success relies on delivery of advice that is fully tailored to each client and their goals. Whether you're an emerging business owner seeking expansion, a family office utilizing advanced portfolio management, or an athlete or entertainer in need of efficient cash management, Andrew and his team strive to provide quality service and a seamless client experience. Andrew's comprehensive wealth management approach begins with you; listening to your needs and goals. He then devises a plan that takes into account your holistic profile; your family, business and legacy.

    Andrew graduated top of his class from the University of Maryland with a B.S. in Business Information Systems and Logistics. Prior to UBS, Andrew worked at Lehman Brother's bond trading department. His desire for increased autonomy and fulfillment from helping others led him to pursue financial advisory services. Since joining UBS, he's operated as an entrepreneur; building his business from the ground up, one client at a time, until his ascendance to creating a full-service team of his own. Implementing and executing a client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council.

    Andrew serves on advisory boards for the University of Maryland Alumni NY Chapter, Made in Brooklyn, and Sunrise Day Camps under the UJA Federation. He is 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.

    Andrew resides in Brooklyn with his wife Noa and their 2 children, Kyla and Jackson.

    • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year. 
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award 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.

        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
      • Benjamin Segal

        Benjamin Segal

        Managing Director–Wealth Management

        Financial Advisor

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

        Ben has over 25 years of investment experience assisting professionals, business owners, non-profits and ultra-high net worth individuals with 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 shaped by an understanding of their needs and aspirations.

        His previous role was 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 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.

              1251 Avenue of Americas
              2nd Floor
              New York, NY 10020
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              Bernard Cohen

              Senior Wealth Strategy Associate

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

              Bernard conducts investment research and due dilligence, manages client relations, and spearheads the team's business development. He has a Bachelor of Finance and a Master of International Business from the University of Florida. Bernard is fluent in French and Spanish and holds Series 7 and 66 licenses.

                    1251 Ave Of Americas
                    2nd Floor
                    New York, NY 10020
                  • Ariana Acosta

                    Ariana Acosta

                    Team Administrator

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                    • CT
                    • 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.

                          1251 Avenue of Americas
                          2nd Floor
                          New York, NY 10020
                        • Alexander Carver

                          Alexander Carver, IV

                          Wealth Strategy Associate

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

                                1251 Avenue of Americas
                                2nd Floor
                                New York, NY 10020
                              • Riley Aviles

                                Riley Aviles

                                Authorized Officer

                                Wealth Strategy Associate

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                                • CA
                                • CT
                                • FL
                                • NJ
                                • NY
                                • PA
                                • TX

                                      1251 Avenue of Americas
                                      2nd Floor
                                      New York, NY 10020

                                    What did the Fed say?

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    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.

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                                    As of 06/30/2022

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