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Amy Forebaugh

Chief Compliance Officer at Segal Advisors

Officer record from the firm’s Form ADVForm ADV filed 6 August 2026

Amy Forebaugh is Chief Compliance Officer of Segal Advisors, Inc., a New York investment adviser.

Role at Segal Advisors

Title on Schedule A
Chief Compliance Officer
Control
Amy Forebaugh is a control person of Segal Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Amy Forebaugh has held the filed role since August 2025.

The firm

Segal Advisors, Inc.
New York, NY

Form ADV filed 6 August 2026

$50.2B AUM129 clients103 advisers10 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Amy Forebaugh is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Amy Forebaugh
CRD
2298956
Firm
Segal Advisors, Inc.
Record basis
Form ADV officer listing
Firm bio
segalmarco.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Amy Forebaugh is a Senior Vice President, Chief Compliance Officer and Head of Business Operations at Segal Marco Advisors. Her biography describes her work in financial-services operations and lists two bachelor’s degrees from the University of Kansas. Official firm biography

Education

Common questions

Where does Amy Forebaugh work?

Amy Forebaugh has been Chief Compliance Officer of Segal Advisors, Inc. since August 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 August 2026

Leadership at Segal Advisors

  • John Demairo
    Director, Chief Executive Officer
  • Seth Almaliah
    Co President
  • Joseph Fristachi
    Senior Vice President, Chief Financial Officer & Treasurer
  • Steven Greenspan
    Senior Vice President, General Counsel, Corporate Secretary
  • John Marco
    Co-President
  • Diane McNally
    Senior Vice President
  • Jason Russell
    Senior Vice President
  • Jennifer Benz
    Director
  • David Blumenstein
    Director
  • Aldwin Frias
    Director
  • Mary Kirby
    Director
  • Stuart Lerner
    Director
  • Joseph Locicero
    Director
  • Andrew Sherman
    Director

Sources

  1. IAPD individual lookup, CRD 2298956. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Segal Advisors, Inc., filed 6 August 2026. Title, control and ownership bands.
  3. Segal Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Amy Forebaugh or Segal Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.