Experience

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 four children; Kyla, Jackson, Raphael, & Shivonne. 

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.

Steve is a distinguished professional with over three decades of expertise in Corporate Benefits and Individual Wealth Management. While working as part of Fidelity’s Stock Plan business, he played a role in the creation and expansion of their platform, to help enhance Fidelity’s client relations. Steve was a vital part of the UBS Workplace Wealth Solutions team, where he has spent the last five years. His experience spans working with an array of companies, from industry giants such as Fortune 100 companies to emerging businesses entering the public market. With a focus on corporate benefits enhancement, Steve provides advice to individual employees as a service that HR teams are looking for and employees are asking for. He advocates for a more personalized approach to employee advice to truly maximize the potential of corporate benefit programs.

His experience led him to join the Kahner & Segal team, where he is dedicated to elevating company benefits to new heights. He holds several security licenses (6, 7, 8, 63) and possesses a deep understanding of various aspects of financial wellness and planning. His areas of expertise include Financial Wellness, Corporate Sponsor Financial Planning, Equity Compensation, Executive Servicing, Retirement Consulting, and Fixed Income, each backed by a strong foundation in strategy development, client presentations, and implementation processes. Steve’s unique blend of strategic insight and practical experience positions him as a leader in transforming company benefits and wealth management practices. He is a resource for companies looking to advance their benefit programs and a guiding force for individuals seeking to optimize their financial well-being.

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.

Ariana joined Kahner Segal Partners 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, Rio.

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.

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.

Nick joined the team in July 2024 with over three years of experience at UBS. Prior to joining, he served in a Financial Advisory capacity at the UBS Wealth Advice Center, delivering advice and guidance to a diverse client base. Currently, as a Client Associate on the Kahner Segal Partners team, Nick brings a client-first mindset and meticulous attention to detail to every interaction. Collaborating closely with the advisors, Nick works with high-net-worth individuals, families, and institutions, handling everything from account onboarding and portfolio reporting to complex transactions and day-to-day requests. He strives to build strong long-term relationships grounded in trust and excellence.

Nick Graduated from SUNY Cortland in 2022 with a B.S. in Business Economics. Playing 3 years of collegiate football, Nick brings a lot of lessons learned on the field into the finance world. He currently holds the SIE, Series 7, and Series 66 licenses. During his free time Nick enjoys golfing, working out, and traveling.

Yvette joined Kahner Segal Partners in January 2025, bringing in 3 years of experience with UBS. Prior to joining the team, she worked as a Client Service Associate at the UBS Wealth Advice Center where she gained a strong foundation in client service and operational expertise.

Now in her current role with Kahner Segal Partners, Yvette serves as a key point of contact for clients, ensuring a high standard of care across all aspects of the wealth management relationship. She oversees account administration, facilitates complex transactions, and manages client onboarding and maintenance with precision and discretion.

Yvette earned her B.S in Economics with a double minor in Business Administration and Entrepreneurship from the University of Oregon. She currently holds the SIE, Series 7, and Series 66 licenses. 

Outside of the office, Yvette draws on her 18 years as a classical ballerina to stay active through Pilates, hiking, and traveling. She remains an avid supporter of the arts and enjoys attending performances whenever she can.

Carl joined the team in 2025 with three years of experience at UBS. Prior to joining, he served in a Financial Advisory capacity, providing tailored advice and solutions to a diverse client base.

In his current role, Carl collaborates closely with the team to enhance the team's data analytics capabilities, prepare comprehensive reporting materials, execute capital requests, and conduct thorough investment research. His strong commitment to client service and analytical rigor significantly contributes to the team's wealth management process. Carl prioritizes building and maintaining strong client relationships, ensuring exceptional service and continuous growth within the team.

He holds a bachelor’s degree in Finance with a minor in Computer Science from Baruch College, and is fluent in French. Carl has obtained the Series 7 and 66 licenses and holds the Accredited Asset Management Specialist (AAMS) designation. In his free time, he enjoys running, playing tennis, and spending quality time with friends and family.

Blas joined Kahner Segal Partners in 2025 with four years of experience at UBS. Prior to joining the team, Blas was a relationship manager supporting institutional clients delivering retirement and equity plan solutions. He also covered select high-net-worth families based in California. He started his career at Ninety One (formerly Investec Asset Management) as an intern for the North American advisor business.

Blas focuses on sector research for the team’s thematic investments and assists with broad investment due diligence covering public equities, private equity, real estate, and private credit.  He is passionate about analyzing the dynamic technology landscape and understanding how it impacts clients’ lives and their portfolios.

He graduated from Stony Brook University in 2020 with a B.S. in Physics and Economics. He maintains his Series 7, 66, 9, and 10 securities licenses. Outside of work, Blas enjoys playing sports, hiking, and a good Dungeons & Dragons session with his childhood friends. He is also involved with the New York Conservatory of Music, supporting the school’s efforts in musical education for underprivileged students in the city.