What does it take to build and manage billions in assets while maintaining trust, leadership, and long-term vision? In this episode, Josh Cary sits down with Ben Segal, Managing Director at UBS Private Wealth, to explore what truly drives financial success and personal fulfillment.

Ben isn’t just another financial advisor; he’s a former tax attorney, CPA, hedge fund manager, and family office executive with decades of experience helping high-net-worth individuals and entrepreneurs grow, preserve, and transfer wealth. This conversation is rich in insight, not only into the mechanics of investing but also into the mindset, discipline, and human connection that distinguish elite professionals from others.

Whether you’re an investor, entrepreneur, or leader looking to level up your relationship with money and team building, this episode delivers a masterclass in clarity, patience, and performance.

What You’ll Learn in This Episode

From Tax Law to Wall Street – How Ben’s early experience as a CPA, tax attorney, and hedge fund manager uniquely positions him to serve high-net-worth individuals with clarity and confidence.

How to Lead a Billion-Dollar Team – Why leadership starts with humility, clear communication, and a culture of personal responsibility, and how Ben built a thriving 12-person team grounded in those principles.

The Truth About Money and Investing – The one thing most people misunderstand about wealth creation and why time and patience often beat aggressive trading.

Why Trust and Chemistry Matter – When managing someone’s money, performance is key, but relationships and emotional intelligence are everything. Ben breaks down how he builds trust with clients at the highest level.

How the Wealthy Actually Think – The overlooked qualities that the most successful entrepreneurs share, from handling adversity to spotting opportunity and compounding smart decisions over time.

Ben’s Investment Philosophy – What “pivot velocity” means and how adaptability and goal-setting form the backbone of successful financial planning in an uncertain world.

Why His Podcast Exists – Ben shares why he started Insights by Ben Segal, what he’s learning from interviewing top performers, and how storytelling can drive better business outcomes.

Memorable Quotes

“Money doesn’t grow on trees. But if it did, the smartest investors would water it patiently and let it grow.”

“It’s not when things are going well that you prove your worth, it’s when the market turns and the stakes are high.”

“The little things will kill you. Nail the basics and the bigger things become possible.”

“Responsibility beats entitlement. Every time.”

“If you're not changing in business, you're getting run over. Flexibility is the hidden trait of all high performers.”