Gil Baumgarten is a 30-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Citigroup Smith Barney. Gil was named to the Financial Times Top 300 Registered Investment Advisors in America in 2015. He is a two-time recipient of the “Winners Circle” list of top 1000 advisors, given to the best financial advisors in the United States, and Gil has also been ranked by Barron’s as one of the 35 best advisors in Texas. Gil is a frequent guest commentator on Bloomberg Radio and hosted his own radio talk show called Dollars and Sense. Gil is also a perennial recipient of the Texas Monthly Magazine Five-Star Advisor award, which is based on an independent study of client satisfaction.
Having participated as one of six beta testers in a national UBS program on all-ETF portfolios, Gil is one of only a handful of professional money managers with a 10-year ETF track record.
Gil is also an avid outdoorsman, having traveled the world hunting and fishing. Gil excels at sports and activities involving precision. He was his university’s billiard champion and likes golf, archery, darts, skeet, and marksmanship. Gil is an award-winning woodworker, specializing in a particular art form called segmentation, from which the firm’s name is derived. Segmentation is the assembly of various species of wood, cut to fit in a precise pattern. This precision extends to Gil’s investment strategies, where risk components and financial strategies are added and subtracted from client accounts with the same attention to detail.
Gil and his wife Sue are active members of First Presbyterian Church in Houston. They are also the former resident house-parents of a foster-care facility for pregnant teens. Gil and Sue are present and past board members and volunteers of numerous charities including: Young Life, Young Lives, Coastal Conservation Association, LifeHouse, Star of Hope, Lamar High School Alumni Association board, and others. They have three children who have graduated from or attend TCU, Ole Miss, and Pepperdine.