Experience

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.

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.

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.