The Social Equity Group


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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
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     
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 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.
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