Who we are

We work as a team at the Social Equity Group, making sure your needs are met every step of the way.

	Duncan Meaney, is President and a Registered Investment Advisor Representative of SEG and a Registered Principal of FWG. He is SEG's portfolio manager, and has extensive experience working with individuals and institutions to assist them in meeting their financial goals. Send email
	Ron Freund, CFS, is Vice President and Director of Asset Allocation for SEG and a registered representative of FWG. Ron has extensive experience working with non-profits, small businesses and new investors. Send email
	Ute Scott-Smith, ChFC. Ute Scott-Smith, ChFC is a Chartered Financial Consultant and a member of the Financial Planning Association, as well as a registered representative of FWG. As a fee-based financial planner through FWG, long term relationships are her specialty...and she really listens and gets to know her clients. Send email
	Ian McLeod, CFP® is a CERTIFIED FINANCIAL PLANNER™ and the Assistant Director of Client Management for SEG, as well as a registered representative of FWG. He is our resident IT guru, a member of the Financial Planning Association, and is active with a various organizations in the SF progressive community. Send email
Our Mission

© Copyright 1997 - 2009 Social Equity Group (SEG) - SEG is a Registered Investment Advisor.
Registered Representatives of and securities offered through Financial West Group, Member FINRA, SIPC. SEG and FWG are unaffiliated entities.

Site Map