Global insight for complex wealth

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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Tailored lending and cash management

investments

Investment Management

construction

Credit and liquidity solutions

cleaners

Business succession planning

family

Tailored family office services

office building

Family Office Solutions

Trends and perspectives

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

You. Connected.

Solutions that move you forward

Solutions that move you forward

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Global Family Office

Global Family Office

We tap our vast global resources to create a broad array of solutions—both private and institutional—for your specific needs. You can count on us to fit that into your broader wealth plan.

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

A unique joint venture between UBS Investment Bank and Wealth Management USA, the Global Family Office acts as a resource for institutional family offices, providing priority access to product specialists, intellectual capital and events across the globe.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Kahner

    Andrew Howard Kahner

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
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    • CA
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    • DC
    • FL
    • GA
    • IA
    • IL
    • LA
    • MA
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    • MI
    • MN
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    • MT
    • NC
    • NJ
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    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 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, 2022The 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 awarded annually in November 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.

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

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

      • Seton Hall Law School
      • Lehigh University
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
      • Bernard Cohen

        Bernard Cohen

        Senior Wealth Strategy Associate

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        • CA
        • CT
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        • GA
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          • University of Florida, Bachelor of Finance
          • University of Florida, Master of International Business
            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
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                  • GA
                  • MA
                  • NC
                  • NJ
                  • NY
                  • PA
                  • RI
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                    • Salve Regina University, Graduated Cum Laude
                      1251 Avenue of Americas
                      2nd Floor
                      New York, NY 10020
                    • Jessica Guglielmo

                      Jessica Guglielmo

                      Client Associate

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                        Jessica joined Kahner Segal Partners in August 2022 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 financial advisors and wealth managers, she prepares reporting materials, executes requests for capital, as well as assists in investment research. Exceptional client service is a top priority for Jessica as she continuously builds strong relationships with clients.

                        Jessica graduated from Lehigh University in 2022 with a B.S. in Finance and a concentration in Economics and Marketing. She swam on the division 1 Lehigh Swim Team as a distance swimmer. Jessica currently lives in the West Village in New York City.

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

                            The proof is in our numbers

                            15

                            Collective years of experience

                            1.5 Billion

                            Assets under management

                            2

                            Advisors on the team


                            Family photos on shelf

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

                            It’s not just okay to plan your exit. It’s critical.

                            In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
                            You launched your business with enthusiasm. Prepare for your exit the same way.


                            *Source: UBS Investor Watch Report “Who’s The Boss,” February 2018