Gil Baumgarten
Chief Executive Officer at Segment Wealth Management LLC
Network origin in Gil Baumgarten first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
250
| Subsidiary | Investment Managers | 250 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.
29
| Extinct | Investment Managers | 29 |
Stephen F. Austin State University
17
| College/University | Other Consumer Services | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gil Baumgarten via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Market Strategist | |
ThoughtWorks, Inc.
 ThoughtWorks, Inc. Information Technology ServicesTechnology Services ThoughtWorks, Inc. provides systems integration and application development services. It offers system architecture, consulting, organizational transformation, software development, and implementation services. The firm serves energy, manufacturing, retail, and financial sectors. The company was founded by Neville Roy Singham in 1993 and is headquartered in Chicago, IL. | Information Technology Services | Director/Board Member | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Director/Board Member | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
George K. Baum & Co.
 George K. Baum & Co. Investment Banks/BrokersFinance George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments. | Investment Banks/Brokers | Sales & Marketing | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
| Queen's University of Belfast | College/University | Doctorate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Blue Cross & Blue Shield of Kansas City
 Blue Cross & Blue Shield of Kansas City Multi-Line InsuranceFinance Blue Cross & Blue Shield of Kansas City provides health insurance products and related services. The company's services include individual & family plans, group health insurance plans, and prescription drug list. It offers its services in Kansas and Northwest Missouri. The company was founded in 1983 and is headquartered in Kansas City, MO. | Multi-Line Insurance | Director/Board Member | |
The Jewish Community Foundation
 The Jewish Community Foundation Investment Trusts/Mutual FundsMiscellaneous The Jewish Community Foundation is a non-profit organization which engages in the provision of estate and retirement planning services, charitable gift annuities, endowment funds, and grants. The company was founded in 1954 and is headquartered in Los Angeles, CA. | Investment Trusts/Mutual Funds | President | |
Ewing Marion Kauffman Foundation
 Ewing Marion Kauffman Foundation Investment Trusts/Mutual FundsMiscellaneous Ewing Marion Kauffman Foundation operates as a private, nonpartisan foundation that works in entrepreneurship and education to create uncommon solutions and connect people to the tools they need to shape their futures and be successful. It works with partners to encourage entrepreneurship across America and improve the education of children and youth. It works with educators and researchers nationwide to create awareness of economic impact of entrepreneurship. The company was founded by Ewing Marion Kauffman in 1966 and is headquartered in Kansas City, MO. | Investment Trusts/Mutual Funds | Director/Board Member | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Kansas City Symphony
 Kansas City Symphony Movies/EntertainmentConsumer Services Kansas City Symphony operates as music school. The company was founded by R. Crosby Kemper Jr. in 1982 and is headquartered in Kansas City, MO. | Movies/Entertainment | Director/Board Member | |
University of Kansas Medical Center Research Institute, Inc.
 University of Kansas Medical Center Research Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Part of the University of Kansas, University of Kansas Medical Center Research Institute, Inc. is an education, healthcare, and research firm. The company is based in Kansas City, KS. | Miscellaneous Commercial Services | Director/Board Member | |
| THOUGHTWORKS HOLDING, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Unqork, Inc.
 Unqork, Inc. Packaged SoftwareTechnology Services Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| NU HOLDINGS LTD. | Information Technology Services | Director/Board Member | |
| Sands Point Consulting LLC | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| United Kingdom | 2 |
| Cayman Islands | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 19 |
| Technology Services | 4 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 199 |
| Director/Board Member | 114 |
| Undergraduate Degree | 86 |
| Portfolio Manager-Equities | 46 |
| Analyst-Equity | 30 |
Most connected contacts
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Alan Bowser | 24 |
| Ian Thomas Black | 18 |
| Robert Hall | 17 |
| Christopher John Sylvester | 13 |
| Stanley Trotman | 12 |
| Heather Takahashi | 12 |
| Raymond H. Welsh | 11 |
| Wes Karger | 11 |
| Lyle Wolberg | 11 |
| Michael Schultz | 10 |
| Jeffrey Michael Applegate | 9 |
| David Michael King | 8 |
| Robert J. Donato | 8 |
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