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 CIGPWM 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
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 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 Massachusetts 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.
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 leads the investment committee and model management. He is also an Investment Adviser Representative for Commonwealth, focusing on personal investment management, corporate retirement plans, and endowment and foundation services.
David has 22 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 program for many years.
- Chartered Financial Analyst® (CFA®) - 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.
Kevin Paro, AIF®, CLTC®
Partner / Wealth Management Advisor
Kevin joined C.I.G. Private Wealth Management in 2015 as the director of insurance services and 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 FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®, as well as insurance licenses for property and casualty and life, accident, and health. Kevin uses 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®
Wealth Management Advisor
Robert joined C.I.G. Private Wealth Management in 2015. He received a BS in finance from the University of Connecticut and has completed 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 an 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. As a CERTIFIED FINANCIAL PLANNER™ professional, he has extensive knowledge in the areas of investment planning, tax planning, estate planning, retirement planning and insurance. 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.
Wealth Management Advisor
Where to begin....
While working my way through college at Quinnipiac, I was lucky enough to get a job doing something I love. I worked in a ski shop. (Skiing is one of those things in life that still feeds my soul).
I quickly learned three amazing things about myself. The first (ok not so amazing) was that if it was snowing out, I would be regrettably working at the ski shop and NOT skiing!! Second, not only did I really enjoy helping people fit and find the proper equipment for their individual level of ability, but third, and MOST important, I found that they were put at ease around me. People found comfort and confidence in my advice and ability to help them become better skiers, or simply enjoy themselves.
In 1986, realizing I need a career that allows me to ski on the weekends, I learned about a unique, and for some people, BAFFLING concept! “I can help people SAVE money instead of spend it all.” So, as a young man I put on a suit, jumped in my 9-foot-tall F250 pickup truck, (please don’t laugh. Yes, a monster truck.), and started my new career.
Since then of course, that simple idea of “helping people accumulate wealth” has mushroomed into all of those complex concepts you hear about under the heading of Financial Planning: 529 college savings, retirement income planning, portfolio/asset management, tax and estate planning, just to name a few.
But fear not, we realize that your needs and the needs of your family are truly unique. We will work hard to educate you, simplify these complex solutions, and keep you on the road to financial success. I say “we” because our wealth management team is committed to helping you. That’s what we do!
Ok, I’m not always working. On any given afternoon, you might run into me at Starbucks feeding my chocolate/coffee addiction with a café mocha.
Striving to live a balanced life is a priority to me. As a single dad, spending time with my 14-year-old daughter is a challenge. Eliza is not only a busy teenager, but she is training daily to qualify for the 2022 Olympic figure skating team. My weekends are full of friends and family. Music a central theme in my life. I don’t play an instrument but there is always music playing or a song running through my head. I love to go to outdoor summer concerts with friends to see bands such as Allman Brothers, Santana, and Tedeschi Trucks Band. Right now, my favorite band is Marillion (yes I know, you may not have heard of them). Other interests include keeping fit through exercise and eating right, visiting local craft breweries, and modifying my car for performance and style. Of course, I’m still skiing but not as much as in my younger, carefree days. Jay Peak and Burke Mountain are my favorites. Oh, and if you see someone who looks like me on a country road riding a Harley Davidson, don’t be surprised.
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 use her QC knowledge in her client service and office manager roles at this growing, independent financial services firm.
As office manager, Heidie 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.
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 more than 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.