Michael S. Segal

COO @ Linden Thomas, LLC | Investment Management

Role: Chief Operating Officer at Linden Thomas & Company
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

About Michael S. Segal

Dynamic executive with a proven track record of successfully establishing and expanding financial services and wealth management firms by leading sales, trading, middle office, compliance and innovative technology solutions for small and mid-sized broker dealers and RIA’s. A recognized leader and team-builder with a strong focus on implementing governance, risk and compliance processes resulting in increased revenue, productivity and profitability. A thought leader in electronic fixed income trading and a strong advocate for utilizing emerging technologies to promote operational efficiencies and increased market transparency. Expertise in: Innovative Leadership and Vision Strategic and Tactical Planning Disciplined Trading and Hedging Capital Optimization & Profitability Sales and Business Development Compliance and Regulatory Risk Management Transition & Vendor Management Merger & Acquisitions

Experience

Chief Operating Officer
Linden Thomas & Company
Mar 2024 — Present · Charlotte, NC, US

Education

Ithaca College
Bachelor of Science (BS), Marketing & Finance

Skills

Financial Advisory
Uniform Combined State Law
Long-Term Customer Relationships
Capital Markets
Series 7
Series 65
Investments
Series 24
Retirement Planning
Finra
Business Strategy
Bloomberg
Structured Finance
Electronic Trading
Fixed Income
Derivatives
Emerging Markets
Trading Systems
Swaps
Financial Markets
Trading
Investment Banking
Portfolio Management
Credit Derivatives
Financial Services
Equity Trading
Options
Investment Strategies
Alternative Investments
Separately Managed Accounts
Relationship Management
Equities
Securities
Asset Managment
Bloomberg Terminal
Asset Allocation
Mutual Funds
Structured Products
Wealth Management
Series 55

Contact information

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Current company

Linden Thomas & Company

Financial Services · 25 employees · Founded 2005 · Charlotte, North Carolina, United States

At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained, accountable investment solution. Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 250 years combined experience working with clients to help them plan and aim to maximize results with investable assets. Each one of our team members is here to add a layer of expertise and support by helping each client meet their needs both prior to and during retirement. Consistently ranked and awarded 33 national recognitions as a top independent financial advisor by the likes of Barron’s, Forbes and Financial Times, Steven L. Thomas is the founder and managing principal of Linden Thomas and Company. The disciplined institutional approach that Linden Thomas has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service. To learn more about Linden Thomas and our process, visit https://lindenthomas.com. Securities offered through Linden Thomas and Company Securities, LLC, member FINRA/SIPC. Advisory services offered through Linden Thomas Advisory Services, LLC, a SEC Registered Investment Advisor. Linden Thomas and Company Securities, LLC and Linden Thomas Advisory Services, LLC are affiliated entities.

lindenthomas.com

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About Michael S. Segal

Experience

Chief Operating Officer

Education

Ithaca College

Skills

Find verified contacts for anyone on LinkedIn