Meet the Team

At Segment Wealth Management, our people are the difference.

Our team of seasoned wealth managers, analysts, and client service professionals brings decades of experience to every relationship. From portfolio management and tax-efficient planning to trust coordination and private wealth strategy, each member plays a key role in delivering the firm’s promise of clarity, discipline, and aligned execution.

We follow the same core values and disciplined approach outlined in our philosophy, ensuring every action we take is rooted in clarity, reliability, performance, and truth. As a nationally recognized wealth management firm, Segment Wealth Management delivers fiduciary care and institutional-grade expertise to high-net-worth individuals and families.

Whether you’re working with a private wealth management advisor, an investment fund manager, or a member of our client service team, you’ll experience Segment’s commitment to responsive wealth management services and institutional-grade expertise.