Clutch Capital Management, LLC is a financial advisory firm registered with the state of New York. The firm was established in 2009. Clutch Capital Management, LLC manages money for its clients on discretionary and nondiscretionary basis. The primary advisory services that the firm offers are:

 

Risk Management Strategies
Investment Strategy Design
Income Generating Solutions
Capital Raising/Consulting
Retirement/Pension Accumulation
Education Funding
Portfolio Management
Financial Instruments Trading


In addition to these services, the firm also offers basic financial planning and cash flow analysis services. We work with individuals, small businesses and corporate clients. The account types that we handle include:

 

Individual
Joint
Custodial
Investment Club
Non-corporate Organization
Trust
Estate
IRA
Guardianship
Corporate
Qualified Plan
Partnership

 

MANAGEMENT

Mr. Boris Khaim, President & CIO

Mr. Khaim is a professional portfolio and asset management specialist. He has been working with high net worth individuals and corporate clients since 2001. In addition to his extensive knowledge of the equity and debt markets, Mr. Khaim is highly accomplished in both qualitative and quantitative analysis.

 

Before establishing Clutch Capital Management, LLC, Mr. Khaim held Asset Management positions at AXA Advisors, LLC and Saxony Capital Management, LLC. His focus continues to be helping investors with portfolio management, capital preservation, and wealth creation.

 

Mr. Khaim graduated in 1998, Cum Laude, from Zicklin School of Business at Baruch College, New York, with a B.B.A degree. He holds series 65 licence.

 

Mr. Marc Segelnick, Managing Director

Marc has been in the financial services industry since 1995. Prior to joining the firm, Marc held investment advisory positions at Central Securities of America, LLC and UBS Financial Services.

 

Marc has built his business around honesty, integrity, and performance. He conducts both goal and needs analyses to create client strategies, and performs frequent portfolio reviews to assure that his client's requirements and objectives remain properly aligned.

 

Mr. Segelnick has graduated from Brooklyn College with a Bachelors of Science degree in Accounting. Marc holds series 65 licence. He is very active in the community and many organizations including on the Board of the Brooklyn College Hillel House as Vice President, the American Diabetes Association, Diabetes Research Institute, OHR Naava, Haazinu charitable foundation, and Last Hope.

 

Mr. Shelton Johnson, Managing Director Operations

Shelton has 26 years of financial industry experience. He started his career in 1989 at a small brokerage boutique, Madison Chapin Associates in Roslyn, New York. Throughout the years of his Wall Street experience, he worked for some of the household names in the industry such as: Prudential Insurance, Citicorp Investment Services, Chase Investment Services, Citi Smith Barney and Wells Fargo Advisors.

 

Mr. Johnson managed investment portfolios for individuals, executives, and business owners. His focus for his clients is accumulation of wealth, preservation of wealth, and the transfer of wealth. The foundation of his practice is relationships and exceptional service.

 

Mr. Ronald J. Benevento, Managing Director Business Development

Ronald has been in the financial services industry for over 18 years. Prior to joining Clutch Capital management Mr. Benevento held asset management positions at PPS Advisors Inc. and AXA Advisors, LLC.

 

Ronald’s ability to attain his client’s long term goals and objectives makes him a highly regarded asset to the Clutch Capital Management team. He achieves these goals with superior client service and portfolio management as well as frequent communication with his clients.

 

Ronald is very well respected in the financial industry, resides in Long Island and holds his series 65 license.