Jeffrey A. Segal, CFP®, CLTC, AIF®
President and Founder
Jeffrey is the founder, president, and managing partner of C.I.G. Private Wealth Management, LLC, an independent and comprehensive wealth management firm.
Jeffrey’s career began in 1988 at a Fortune 500 financial services company, where he was a frequent member of its esteemed President's Club. In 1999, he founded C.I.G. Private Wealth Management and chose Commonwealth Financial Network®, a top independent broker/dealer, to enable him to provide superior independent and objective wealth management for clients. Commonwealth is an independent broker/dealer and the only firm to be honored with Investment Advisor magazine's Broker/Dealer of the Year award an unprecedented 10 times*. Jeffrey is a frequent member of Commonwealth's esteemed Chairman's Retreat, Leaders Conference, and President’s Club, based on ranking of annual production.
Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Certified in Long-Term Care (CLTC) consultant. He is an Investment Adviser Representative with Commonwealth and holds his FINRA Series 6, 7, 63, and 65 securities registrations. He maintains client relationships and licenses in many states throughout the U.S.; the list is available upon request. Jeffrey attended the University of Connecticut and has a bachelor’s in general business studies with a concentration in finance.
If you are looking for a guest speaker, Jeffrey has lectured to public, civic organizations, associations, and corporations. He has appeared on local television programs and has been quoted in numerous newspapers and publications. He is a charter member of the Morningstar Advisor Panel and is a member of the National Registry of Experts, qualifying him to serve as an expert witness in investment, insurance, and financial planning legal actions.
Jeffrey and C.I.G. Private Wealth Management are participants and donors of many local community programs, including arts, sports, and educational organizations. They are supporters of many charitable organizations, such as the American Cancer Society; American Red Cross; Food Share CT; and the Glastonbury Education Foundation, where Jeffrey is a past chairman. Jeffrey’s interests include tennis, auto racing, travel, and many others. Jeffrey resides in Glastonbury, Connecticut, with his wife, Jennifer, and their two children, Alexis and Sam.
*Results are based on advisor satisfaction: Commonwealth was the top broker/dealer in its division for 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005.
Seth Renaud, ChFC®, AIF®, CLTC
Wealth Management Advisor
As a wealth management advisor, Seth assists clients with analysis, implementation, and ongoing reviews of financial plans and investment portfolios. At C.I.G., we employ and develop strategic planning for a variety of objectives. We focus on four levels of planning: accumulation along with asset management and risk management; pre-retiree wealth management and planning; retirement planning for income security and growth; and estate and distribution planning. Seth possesses a commitment to educate and consult, as well as to maintain the highest integrity and trust when working with all C.I.G. clients.
Seth began his career working with a Fortune 100 financial services company. He holds the Chartered Financial Consultant® (ChFC®), Accredited Investment Fiduciary® (AIF®), and a Certified in Long-Term Care (CLTC) certifications and is approved to offer the Connecticut Partnership program for all long-term care insurance clients. Seth is life and health insurance-licensed in Connecticut and Massachussetts and has FINRA Series 6, 7, 22, 31, 62, and 63 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Seth has been a resident of Northern Connecticut most of his life. He is a member of the Glastonbury Chamber of Commerce. He enjoys spending time with his niece and nephew, Haylee and Jayden. When he is not working, he takes time out to enjoy his hobbies of fitness, golfing, attending sporting events, and studying American history.
Brendan T. Conry, AIF®, ChFC, CLU
Brendan entered an affiliation agreement with C.I.G. Private Wealth Management in early 2018. This agreement includes a business continuity and succession plan for Brendan’s eventual retirement. In the meantime, Brendan and C.I.G. will collaborate on the servicing of their accounts.
For Brendan’s complete bio and the Conry Asset Management website, please click here.
David Weigert, CFA®, AIF®
Director of Research
David is the Director of Research for C.I.G Private Wealth Management and C.I.G. Retirement Plan Consulting, where he monitors the equity, fixed income, and mutual fund securities we invest in. He is also an investment adviser representative for Commonwealth, focusing on personal investment management, corporate retirement plans, and endowment and foundation services.
David has 18 years of experience in portfolio management, trading, and credit analysis. He spent nine years with Hartford Investment Management (The Hartford), where he was a senior member of a team responsible for a $10 billion portfolio, focusing on asset-backed securities. He also spent seven years at Aeltus Investment Management (Aetna) as a credit analyst and trader for the firm's government, corporate, and structured products bond funds.
His volunteer efforts include servicing on the Hartford Salvation Army's advisory board, coaching youth sports in Windsor Locks for the past 13 years, and previously serving as as board member for the town's little league for many years.
- CFA® (Chartered Financial Analyst®) - this credential promotes high standards of ethics, integrity, and professional excellence for those who analyze securities and manage investment portfolios. Educational requirements also cover quantitative methods, derivatives, alternative investments, and professional ethics.
- Accredited Investment Fiduciary® (AIF®) designation awarded to professionals who have demonstrated and ongoing understanding of the legislation and best practices demanded of a fiduciary (one who acts in a position of trust of responsibility on behalf of others)
- MBA in finance and accounting, University of Connecticut
- BA in economics and German, Dickinson College
David lives with his wife, Reine, and their two children in Windsor Locks.
Wealth Management Advisor
Kevin joined C.I.G. Private Wealth Management in 2015 as the director of insurance services and as a wealth management advisor. Kevin began his career in the insurance and financial services industry in 2007 at an independent firm and has a broad knowledge of many different facets of the industry. He holds the Series 6, 7, 63, and 65 FINRA securities registrations, as well as insurance licenses for property and casualty and life, accident, and health. Kevin utilizes a consultative approach to working with his clients. He helps to educate and collaborate with whom he is advising. The comprehensive and independent approach at C.I.G. Private Wealth Management is what attracted him to the firm.
Kevin grew up in Connecticut and is devoted to the local community. He sits on the board of directors for ParaDYM, a local nonprofit that promotes media literacy and services to underprivileged youth. Kevin is also an active committee member for the Hartford Young Professionals and Entrepreneurs division of the Metro Hartford Alliance. Kevin spends most of his free time with his family and friends. He enjoys playing his guitar, going to concerts, and playing sports.
Robert Schneider, CFP®
Junior Wealth Advisor
Robert joined C.I.G. Private Wealth Management in 2015. He recently received a BS in finance from the University of Connecticut and is actively pursuing his CERTIFIED FINANCIAL PLANNER™ certification. He holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as insurance licenses for life and health.
Robert works as a junior advisor and helps clients with all aspects of wealth management. Robert works with many young professionals to help them begin to accumulate wealth and prepare for their futures. He also has an extensive knowledge of college planning and how to prepare for the financial aid process. Robert is a member of the Investment Committee and is responsible for staying up to date on retirement, tax, education, and estate planning topics. His dedication and work ethic will allow him to excel in this industry and provide additional value to the firm and our clients.
In his free time, Robert enjoys being active and spending time outdoors. He frequently goes rock climbing, plays tennis, and snowboards. He also enjoys traveling, especially to places where these activities are possible.
Mario Alvino, C(k)P®, MS, AAMS, AIF®
Wealth Management Advisor
FINRA Series 7 and 66 securities registrations
Life, accident, and health insurance licensed
Professional designations: Certified 401(k) Professional (C(k)P®), Accredited Asset Management Specialist (AAMS®), Accredited Investment Fiduciary® (AIF®)
Southern Illinois University, BS; Fairfield University, MS; Financial Management, Fairfield University, MBA
What I do really well:
I develop and manage retirement plans for businesses and their employees. I work with business owners to offer the right retirement plan for their business and work with participants to help them understand their retirement goals and how to achieve them.
How I got here:
After working for an institutional asset manager, I started my advisory practice in 2002 with the investment firm A.G. Edwards, known today as Wells Fargo Advisors. In 2010, I moved my practice to join Commonwealth Financial Network where I work with individuals and closely held businesses.
Why I get up in the morning:
I help businesses develop the best retirement plans for the owners and employees.
Who I really am:
I am married to Pamela and we live in Woodbridge, Connecticut, with our two Weimaraners, Bella and Gigi. We love to cook and spend time in hiking with “the girls.” I am a long-time Rotarian and a member of the Knights of Columbus.
Office Manager and Client Services Specialist
Heidie has been with C.I.G. Private Wealth Management since 2003 as an assistant to Jeffrey and Seth, servicing and supporting their clients and managing most office functions.
Heidie has been in the financial services industry since 2002 after working as a quality control inspector for a major corporation for seven years. Since joining C.I.G. Private Wealth Management, she has been able to utilize her QC knowledge in her client service and office manager roles at this growing independent financial services firm.
As office manager, she handles human relations and the daily tasks that keep the office running smoothly. As a client services specialist, she is responsible for meeting preparation, as well as updating and maintaining our client database. She inputs the financial information that keeps each client’s portfolio current and up to date. If you have any updates to your accounts or would like online access to an account, please contact Heidie.
Heidie and her husband, Greg, have two grown children. They enjoy traveling and spending weekends at the beach.
Maurya Locas (Maur-i-a Locas)
Director of Client Services
Maurya started her career in 2006 as a brokerage assistant for a community bank. As the bank added a trust department, Maurya obtained her personal trust certificate and was promoted to wealth management operations to encompass her new operational duties for the investment and trust departments. In September 2014, Maurya joined C.I.G. Private Wealth Management as the director of client services. She assists clients with comprehensive account services and provides internal support to Jeffrey and Seth. Maurya has an associate degree in accounting and a certificate in marketing.
Maurya was born and raised in Griswold, a small town in Eastern Connecticut. Her family always had dogs as pets, and she is an avid lover of animals. In 2013, Maurya attained a longtime goal of purchasing her own home in Griswold to stay close to her family. She enjoys spending time with her nephew and her dogs when home projects are not getting in the way.
Client Services Manager
Barbara is at the heart of the client experience. She is the friendly voice who greets clients over the phone or coming through the door. Barbara handles the firm's operations, ensuring the smooth administration of client accounts. She has over 16 years of experience in investment operations for banks and independent investment management firms.
- General Securities Representative (FINRA Series 7) - covers the solicitation, purchase, and/or sale of all securities products.
- Uniform Securities Agent (FINRA Series 63) - covers the principles of state securities regulation reflected in the Uniform Securities Act.
Director of Client Services for Steven M. Lowe
Christine joined C.I.G. Private Wealth Management, LLC, in 2010 as a financial advisor assistant and currently supports Steve M. Lowe in that capacity, as well as the entire firm’s model management administration.
Christine’s ability to multitask and prioritize work efforts in a fast-paced environment makes her a valuable member of the team at C.I.G. Private Wealth Management. She oversees the services and back-office support for Steve’s clients, including all service-related issues that may arise, communication management, investment-related services, database support, and model management.
When she is not assisting clients or planning events, Christine’s greatest pleasure comes from spending time with her loved ones. An energetic sort, she can be spotted in her off-hours hiking, biking, or riding horses.