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Jason Benowitz

Jason Benowitz

Senior Portfolio Manager at Segall Bryant & Hamill, LLC

New York, NY , United States

About

Jason Benowitz is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC, based in New York, NY. He is responsible for managing client portfolios and implementing investment strategies across a diverse range of asset classes, with a particular focus on equities and thematic investing. His expertise includes portfolio construction, risk management, and delivering tailored investment solutions for institutional and high-net-worth clients.

Benowitz specializes in all-cap core thematic strategies, leveraging his deep understanding of market trends and sector dynamics to identify growth opportunities. He has extensive experience in both public and private markets, having managed portfolios that span traditional and alternative asset classes, including private equity and real assets. His approach emphasizes rigorous research and disciplined execution to achieve long-term investment objectives.

Prior to joining Segall Bryant & Hamill, Benowitz held senior roles at The Roosevelt Investment Group and Roosevelt Investments, where he was instrumental in developing and managing investment strategies for a broad client base. He holds an MBA from the University of Pennsylvania's Wharton School and a BA from Harvard University. Benowitz is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT), reflecting his commitment to professional excellence and continuous learning in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Segall Bryant & HamillSenior Portfolio ManagerMay 2024 to Present
The Roosevelt Investment Group, LLCAssociate Partner and Senior Portfolio ManagerJan 2023 to May 2024
Roosevelt InvestmentsSenior Portfolio ManagerJan 2013 to Dec 2022
The Roosevelt Investment Group, LLCPortfolio ManagerJan 2011 to Dec 2012
The Roosevelt Investment Group, LLCSecurities AnalystDec 2009 to Dec 2010
Druker Capital LLCPrincipalJun 2008 to Nov 2009
Morgan Stanley Investment ManagementVice President, Equity ResearchJan 2008 to May 2008
Morgan Stanley Investment ManagementAssociate, Equity ResearchJun 2005 to Dec 2007
Merrill LynchInvestment Banking AnalystJul 2000 to Jun 2003

Education

University of Pennsylvania - The Wharton School

Master of Business Administration (MBA)

2003 2005

Harvard University

Bachelor of Arts (BA)

1996 2000

Skills & Expertise

Fixed-Income Investing
Portfolio Management
Equity Research
Financial Analysis
Financial Modeling
Valuation
Financial Accounting
Capital Markets
Equities
Investment Management

Others at Segall Bryant & Hamill, LLC (27)

NameRoleLocation
A
Al Bryant
portfolio managerChicago, IL , United States
Ashley Rissolo
Ashley Rissolo
Senior Portfolio ManagerNew York, NY , United States
Bill Barritt
Bill Barritt
Senior Equity AnalystChicago, IL , United States
C
Chris Schweitzer
Senior Equity Research AnalystChicago, IL , United States
Darren Hewitson
Darren Hewitson
Principal, Senior Portfolio ManagerDenver, CO , United States
D
David Reeder
Senior Equity AnalystChicago, IL , United States
Eric Hines
Eric Hines
Equity AnalystChicago, IL , United States
Georgene Pedrie
Georgene Pedrie
Senior Equity TraderDenver, CO , United States
G
Gordon Gary
Head Equity TraderPhiladelphia, PA , United States
G
Gregory Shea
Senior Portfolio ManagerDenver, CO , United States
Showing 1-10 of 27 team members