Robert Segall Email & Phone Number
Partner @ Lenox Advisors
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Robert Segall Location
- New York, NY, US
Robert Segall Work
- 2023 -now Partner @
- 2020 -2023 Managing Director @
- 2012 -2019 Senior Vice President @
- 2005 -2013 JD, CFS, CLTC Special Care Planner @
- 1997 -2005 Associate @
- 1994 -1995 Associate @ Ohrenstein & Brown
- 1992 -1994 Associate @ Lester Schwab Katz & Dwyer
Robert Segall Education
- Brooklyn Law School
JD
1988-1991 - State University of New York at Albany
Bachelor of Arts (B.A.) (Communications)
1984-1988
Robert Segall Skills
- Investments
- Strategic Financial Planning
- Estate Planning
- Portfolio Management
- Retirement Planning
- Securities
- Wealth Management
- Asset Management
- Equities
- Risk Management
- Small Business
- Asset Allocation
- 401k
- Financial Services
- Capital Markets
- Asset Managment
- Mutual Funds
- Public Speaking
- Marketing
- Strategy
- Corporate Benefits
- Insurance
- VA
- Business Development
- Healthcare
Robert Segall Summary
- Robert Segall, based in New York, NY, US, is currently a Partner at Lenox Advisors. Robert Segall brings experience from previous roles at Lenox Advisors, St. George Financial Partners and Cowan Financial Group. Robert Segall holds a 1988 - 1991 JD @ Brooklyn Law School. With a robust skill set that includes Investments, Strategic Financial Planning, Estate Planning, Portfolio Management, Retirement Planning and more. Robert Segall has 2 emails and 1 mobile phone numbers on RocketReach.
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