David Segal Email & Phone Number
Senior Vice President | Investment Manager @ Truist Wealth
5 free lookup(s).
David Segal Location
- Texas, United States
David Segal Work
- 2024 -now Senior Vice President | Investment Manager @
- 2022 -now AVP, Investment Officer @
- 2021 -2022 Investment Analyst @
- 2019 -2021 Vice President, Portfolio Manager Strategic Investment Advisors Group @
- 2016 -2019 Senior Investment Analyst, Portfolio Manager @
- 2012 -2016 Investment Analyst, Portfolio Manager @
- 2010 -2012 Fixed Income Portfolio Manager @
- 2008 -2010 Structured Securities Research Analyst @
- 2006 -2008 Hedge Fund Performance Analyst @
David Segal Education
- Southern Methodist University - Cox School of Business
BBA (Finance with a concentration in Economics)
2002-2005
David Segal Skills
- Asset Allocation
- Investment Research
- Investment Portfolio Design
- Portfolio Optimization
- Interest Rate Risk Management
- Statistical Data Analysis
- Technical Presentations
- Institutional Portfolio Management
- Manager Selection
- Cryptocurrency
- Fund Of Funds
- Investment Portfolios
- Quantitative Investing
- Bitcoin
- Global Macro
- Sovereign Debt
- Portfolio Management
- Big Data Analytics
- Style Analysis
- Attribution Modeling
David Segal Summary
- David Segal, based in Texas, United States, is currently a Senior Vice President | Investment Manager at Truist Wealth. David Segal brings experience from previous roles at United Texas Bank Dallas and BOK Financial. David Segal holds a 2002 - 2005 BBA in Finance with a concentration in Economics @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Asset Allocation, Investment Research, Investment Portfolio Design, Portfolio Optimization, Interest Rate Risk Management and more. David Segal has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Truist Wealth Employees
Ty Debique
Managing Director, Regional Director
Florida, United States
Samantha Vassallo
Managing Director and Senior Wealth Advisor
Boca Raton, FL, US
Gregory Viejo
Managing Director, Wealth Advisor
Miami, FL, US
Jim Brennan
Managing Director and Senior Wealth Advisor
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Philipp Biechteler
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Atlanta, GA, US
Lisa Matthews
Managing Director, Senior Wealth Advisor
West Palm Beach, FL, US
Michael Thompson
Managing Director, Senior Wealth Advisor
Baltimore, MD, US
Rob Miles
Managing Director - Head of National Sales
Charlotte, NC, US
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