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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segall Bryant & Hamill | Senior Portfolio Manager | May 2024 to Present | — |
| The Roosevelt Investment Group, LLC | Associate Partner and Senior Portfolio Manager | Jan 2023 to May 2024 | — |
| Roosevelt Investments | Senior Portfolio Manager | Jan 2013 to Dec 2022 | — |
| The Roosevelt Investment Group, LLC | Portfolio Manager | Jan 2011 to Dec 2012 | — |
| The Roosevelt Investment Group, LLC | Securities Analyst | Dec 2009 to Dec 2010 | — |
| Druker Capital LLC | Principal | Jun 2008 to Nov 2009 | — |
| Morgan Stanley Investment Management | Vice President, Equity Research | Jan 2008 to May 2008 | — |
| Morgan Stanley Investment Management | Associate, Equity Research | Jun 2005 to Dec 2007 | — |
| Merrill Lynch | Investment Banking Analyst | Jul 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
Others at Segall Bryant & Hamill, LLC (27)
| Name | Role | Location |
|---|---|---|
A Al Bryant | portfolio manager | Chicago, IL , United States |
| Senior Portfolio Manager | New York, NY , United States | |
| Senior Equity Analyst | Chicago, IL , United States | |
C Chris Schweitzer | Senior Equity Research Analyst | Chicago, IL , United States |
| Principal, Senior Portfolio Manager | Denver, CO , United States | |
D David Reeder | Senior Equity Analyst | Chicago, IL , United States |
| Equity Analyst | Chicago, IL , United States | |
| Senior Equity Trader | Denver, CO , United States | |
G Gordon Gary | Head Equity Trader | Philadelphia, PA , United States |
G Gregory Shea | Senior Portfolio Manager | Denver, CO , United States |