Lasting relationships

Understanding what matters most to you

Office lobby

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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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
    • 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.

    • 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
      • 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.

        • 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
          • FL
          • GA
          • MA
          • NC
          • NJ
          • NY
          • PA
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          • UT
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          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.

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

                    Alexander conducts investment research, manages client relations, and handles marketing and business development initiatives. He has a depth of knowledge in tailored lending.

                    He graduated cum laude from Salve Regina University in 2019. As a 4-year starter, Alexander started in 42 games and won the CCC Conference Champion in 2018. He accumulated multiple accolades including Special Teams MVP, the Peter Antone Campus Leadership Award, the Sister Philemon Banigan Award, and the Student Service Award. In addition to his double-Major in Financial Management and Marketing, he acted as Student Government Vice President, served as President of the Student-Athlete Advisory Committee, and headed multiple charity events over the course of his collegiate career.

                    Alexander holds his Series 7 and 66 licenses and enjoys spending time outdoors, working out, and golfing in his free time.

                      • 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

                              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.

                              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