David B. Segal, CIMA®

Senior Investment Analyst
dbs@themilestonegroup.com
David has over 10 years' experience in the investment and financial services industry. Prior to joining The Milestone Group, he was a Portfolio Manager for a regional wealth management firm in Texas. He also worked as a Portfolio Manager for a Global Fixed Income Asset Management firm where he specialized in managing short-duration products for central banks and corporate retirement plans. David’s role included trading and strategy implementation for global multi-sector products, developing portfolio and risk management analytics and providing portfolio management and client service support for the Structured Securities team. 

David graduated with a Bachelor of Business Administration in Finance from the Cox School of Business at Southern Methodist University and has the Certified Investment Management Analyst designation. He is also an active member of the Investment Management Consultants Association.
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