With nearly twenty years of experience in the financial services industry, Stephen F. Segundo leads Private Wealth Group, LLC with extensive expertise in manager analysis, portfolio construction and risk management. Prior to founding the diversified investment advisory firm in 2002, Mr. Segundo served as President of Segundo & Company, a firm specializing exclusively in alternative investment manager due diligence and assisting institutions and high net worth individuals in the construction and integration of portfolios of such managers into their overall asset allocation strategies. Before founding Segundo & Company in 1998, Mr. Segundo served as Director of Institutional Client Services at Strome Investment Management, L.P., a prominent global macro and multi-strategy hedge fund manager. Prior to entering the alternative investment community, Mr. Segundo served as Analyst, and, subsequently, Associate Consultant, at Wurts & Associates, Inc., a West Coast regional institutional investment consulting firm. There, Mr. Segundo performed portfolio analysis on, and consulted to, many of the firm’s Taft-Hartley pension fund clients. Mr. Segundo served as a Captain in the United States Army Infantry after graduating from the United States Military Academy at West Point, New York, with a Bachelor of Science in Mathematical Economics. He holds the NASAA Series 65 and NFA Series 3 professional licenses. Mr. Segundo is also the founder and Managing Member of Liquid Alpha Technologies, LLC, a firm specializing in the development of algorithmic trading systems for the financial services industry.
Michael Anderson is the firm’s Vice President. His extensive financial services experience serves as a firm foundation for the continual enhancement of the firm’s capabilities in financial operations. As a member of the investment team, he conducts due diligence on investment managers, and is responsible for the firm’s portfolio management, portfolio accounting and reporting systems, and trading. Before joining Private Wealth Group, LLC in 2007, Mr. Anderson served as a Manager of Acquisitions with Raymond James and Associates Investment Bank. In this capacity, he managed the overall due diligence process and specifically performed the detailed financial analysis necessary in the acquisition of limited partnership interests in real estate investments. Prior to this, Mr. Anderson served as a Vice President with Citigroup Global Securities Services, a provider of custodial services to large institutional investors. During his nine years there, he managed operational teams spanning several functional areas, including settlements, cash management, corporate actions, accounting, and international process migration. Mr. Anderson earned a Masters of Business Administration from the University of Florida and Bachelor of Arts in International Relations from the University of Delaware. He holds a NASAA Series 65 professional license.