CONTACT SEGUE PARTNERS
Segue Partners | 3668 South Geyer Road. | Suite 205 | St. Louis, MO 63127
Office: 314.961.1111 | Tel: 1.800.734.8904 | Fax: 888.594.4615 | info@SeguePartners.com
Segue Partners | 3668 South Geyer Road. | Suite 205 | St. Louis, MO 63127
Office: 314.961.1111 | Tel: 1.800.734.8904 | Fax: 888.594.4615 | info@SeguePartners.com
Manager
Email Wilton
LinkedIn
Wilton brings a keen eye for detail, unique ability to work through complex accounting documents and processes to Segue where he supports our efforts by providing accounting and financial reporting to both our Private Fund and Start-Up clients. He works closely with management and is actively involved in implementing process improvements and growth initiatives.
Since joining the firm in 2023, Wilton has worked closely with clients on accounting and audit issues, participated in process improvement initiatives, and operational related projects. Most recently, Wilton was a Management Consultant at Redwoods Management, Assurance Manager at EY, Technical Accounting Consulting Manager at RSM US, and Senior Associate at PwC.
Wilton graduated from the University of California, Riverside with a Bachelor of Arts in Political Science and History with a minor in Administrative Studies. He received a Certificate in Accounting from UCLA Anderson School of Management and is a registered CPA in California.
Manager
Email Emily
LinkedIn
Emily brings strong computer skills and a passion for accounting to Segue where she supports both our Private Fund and Startup clients as a trusted partner. She works closely with management and is actively involved in implementing and maintaining our software system integrations.
She joined the firm in 2018 as a Financial Associate and quickly became a valued member of our team. Emily works closely with clients on accounting and audit issues, participates in process improvement initiatives, and system enhancements to increase efficiency. Her previous experience includes an accounting internship in her home state of Texas at Nacogdoches Memorial Hospital and as an office assistant at the Employment Connection in St. Louis.
Emily graduated with honors from Saint Louis University with a Bachelor of Science in Accounting and completed the Data Analytics and Visualization Certification from Washington University in St. Louis.
Director
Email Jordan
LinkedIn
Jordan is a Director at Segue Partners, a JTC Group company. He joined Segue Partners in 2014 as an Intern.
His responsibilities include overseeing a team of accountants, managing client engagements, assisting in growth initiatives and process improvements.
Jordan brings a collaborative approach to working with clients, acting as a trusted partner to provide them with the tools they need to succeed. He has experience in working with both Private Funds and Venture-backed Start-Ups and takes a hand-on approach to assist his clients in achieving their accounting and business goals.
Jordan’s key strengths include his strong analytical and creative problem-solving skills, along with his ability to improve operational and financial processes both internally and for our clients.
Jordan is a registered CPA in Missouri and a member of the AICPA and MOCPA.
Education:
Director
Email Luke
LinkedIn
Luke is a Director at Segue Partners, a JTC Group company. He joined Segue Partners in 2013 as a Financial Associate.
His responsibilities include overseeing a team of accountants, managing client engagements, assisting in growth initiatives and process improvements.
Luke’s key strengths include his analytical and problem-solving skills, along with accounting and tax preparation experience to help provide our clients with outstanding customer service.
Having held previous positions as a Manager, Field Operations Coordinator and as an Income Tax Preparer, Luke is an experienced member of the team. When working as an Income Tax Preparer he focused on educating clients on changes in tax law to enable them to take advantage of opportunities while preparing and filing their tax returns.
Education:
Assistant Administrator
Email Janie
LinkedIn
Janie brings enthusiasm with a passion to contribute and make a difference. She has a strong ability to streamline processes, maximize efficiency, foster professional relationships and positively impacts our our efforts by providing support to both Private Fund and Start-Up clients.
Since joining the firm in 2022, Janie has been a valued member of our team focused on a variety of accounting and bookkeeping support for our clients.
Janie earned her Bachelor of Science in Business Administration and Management from Lindenwood University.
Financial Associate
Email Daniel
LinkedIn
Daniel brings his dedication to teamwork, problem-solving skills, along with a client-centric approach to Segue Partners, a JTC Group company, where he supports our efforts by providing accounting and financial reporting to both Private Fund and Start-Up clients.
Since joining the firm in 2022, Daniel has been a valued member of our team focusing on a variety of accounting and bookkeeping support for our clients including accounts payable, reconciling bank transactions, preparing journal entries, month and quarter-end close processes, preparation of financial statements and assists with annual audits.
Daniel earned his Bachelor of Science in Finance from Utah State University.
Financial Associate
Email Mary
LinkedIn
Mary brings a positive attitude and strength in building collaborative relationships to Segue Partners where she supports our efforts by providing accounting support to both Private Fund and Start-Up clients.
Since joining the firm in 2021, Mary has been a valued member of our team focused on a variety of accounting and bookkeeping support for clients including accounts payable, reconciling bank transactions, preparing journal entries, month and quarter-end close processes, preparation of financial statements and assists with annual audits.
Mary earned her Bachelor of Science in Business Administration from Winona State University in Minnesota.
Financial Associate
Email Riley
LinkedIn
Riley brings strong collaboration, problem-solving skills, along with a client-centric approach to Segue Partners, a JTC Group company, where he supports our efforts by providing accounting and financial reporting to both Private Fund and Start-Up clients.
Since joining the firm in 2022, Riley has been a valued member of our team focused on a variety of accounting and bookkeeping support for our clients including accounts payable, reconciling bank transactions, preparing journal entries, month and quarter-end close processes, preparation of financial statements, and assists with annual audits.
Riley earned his Bachelor of Science in Mathematics with a minor in business from the University of Missouri.
Associate Director
Email Ann
LinkedIn
Ann is an Associate Director at Segue Partners, a JTC Group company. With more than 25 years of accounting experience and a network of valuable industry resources, she joined Segue Partners in 2011 as a Director.
Ann works closely with our clients to understand their needs and develop tailored solutions. She facilitates an exchange of ideas while offering clients her expertise and knowledge of best practices in the private fund industry, operations, and human resources along with her commitment to delivering best-in-class reporting solutions for complex fund structures.
Ann’s previous experience includes serving as the Director of Finance at CID Capital, a Midwest based investment firm funding private companies that raised seven equity funds, a mezzanine fund, and a buyout fund, which totalled more than $500 million and made equity investments in nearly 70 companies. She managed the firms accounting and financial reporting functions and executed all financial transactions on behalf of its funds. Ann also served as the primary contact for all legal and financial matters relating to investment documents, limited partnership agreements, and fund transactions.
Education:
Managing Director & Founder
Email Michelle
314-651-9524
LinkedIn
Michelle is the Managing Director of Segue Partners, a JTC Group company. After more than two decades working as a CPA in various accounting roles from the Big Four to a Venture Capital firm, Michelle became an entrepreneur and created a firm specializing in Fund Administration, Segue Partners. Since 2001, she has focused her expertise in the private fund arena and has been a key contributor in teams raising over half a billion dollars. She has raised venture capital, real estate funds, and mezzanine funds, from pensions, unions, trusts, high net worth and corporate investors. During Michelle’s tenure as Director and CFO for life sciences VC firm, Prolog Ventures, Michelle oversaw all limited partner reporting, audit and tax reporting, legal and financial due diligence, negotiated term sheets and oversaw investments of over 30 portfolio companies and served on the board of directors for three investments.
Michelle is a licensed CPA in the state of Missouri as well as a Certified Exit Planning Analyst (CEPA). Michelle earned her Bachelor of Business Administration, concentration in Accounting with honors from Saint Louis University and holds a Certificate in Spanish.
She received the Innovation in Accounting Award in 2016 from the St. Louis Business Journal and is thrilled that Segue Partners has been recognized as on the “Best Places to Work” in St. Louis, Missouri.
As a member of Entrepreneur’s Organization (EO) she is helping to create a global network that serves the unique needs of the entrepreneur. This innovative process has withstood-even flourished-during times of economic uncertainty and has a global footprint in more than 61 countries. Michelle currently serves on the board of the St. Louis Chapter and as Chair of the Accelerator Program.
Michelle is a recognized industry thought leader, mentor, and guest lecturer. She is a member of the AICPA and MOCPA and an inaugural member of the National Venture Capital Association’s CFO Task Force where she was active on the Institutional Limited Partners Association (ILPA) comment committee. She has also served on The Helix Center Advisory Committee, the Missouri Venture Forum Board of Directors, and as an advisor to the Skandalaris Student Venture Fund at Washington University in St. Louis as well as guest lecturer.
Senior Manager
Email Lisa
LinkedIn
Lisa is a Senior Manager at Segue Partners, a JTC Group company. She joined Segue Partners in 2011 as a Communications Director.
With over 20 years’ experience, Lisa brings a creative approach to our marketing and communication efforts. Her responsibilities include the development and implementation of a broad range of marketing and social media activities and overseeing Investor Relations focused on providing outstanding service to our clients’ investors.
Lisa has a demonstrated history of success driving multi-million dollar fund raising goals while providing leadership in highly competitive markets. Most recently, she worked as the Director of Development Operations for the Missouri Botanical Garden and Vice President of Resource Development for the United Way of Greater St. Louis.
Education:
Senior Financial Associate
Email Tory
LinkedIn
Tory brings an innovative approach to the Segue team with a passion for advocating for the needs of others and serving her community. She supports our efforts by providing accounting and financial reporting to both Private Fund and Start-up clients.
Since joining the firm in 2020, Tory focuses on a variety of accounting and bookkeeping support for our clients. Previously she interned at Northwestern Mutual and comes to Segue as a 2020 Venture For America Fellow, a program that connects recent graduates to emerging startup and venture capital ecosystems.
Tory graduated with leadership distinction from the University of South Carolina with a Bachelor of Science in Business Administration with concentrations in Accounting and Finance.
Financial Associate
Email Tino
LinkedIn
Tino brings a collaborative and energetic approach to Segue Partners where he supports our efforts by providing accounting and financial reporting to both Private Fund and Start-Up clients.
Since joining the firm in 2021, Tino has been a valued member of our team focused on a variety of accounting and bookkeeping support for clients including accounts payable, reconciling bank transactions, preparing journal entries, month and quarter-end close processes, preparation of financial statements and assists with annual audits.
Tino earned his Bachelor of Science in Business Administration with emphasis in Accounting from McPherson College in Kansas.
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Associate Manager
Email John
LinkedIn
John brings a keen eye for detail and unique ability to work through complex accounting documents and processes to Segue where he supports our efforts by providing accounting and financial reporting to both our Private Fund and Start-Up clients. He works closely with management and is actively involved in implementing process improvements and growth initiatives.
Since joining the firm in 2016, John has worked closely with clients on accounting and audit issues, participated in process improvement initiatives, and operational related projects. Previously, John was a staff accountant at Westerheide and Company were he performed audit work for various clients and prepared individual, estate, corporate, non-profit and payroll tax returns.
John graduated with honors from Saint Louis University with a Bachelor of Science in Business Administration with a concentration in Accounting.
Financial Associate
Email Skyler
LinkedIn
Skyler brings a strong work ethic, energy, and a fresh outlook to Segue Partners where he supports our efforts by providing accounting and financial reporting to both Private Fund and Start-Up clients.
Since joining the firm in 2022, Skyler has been a valued member of our team focused on a variety of accounting and bookkeeping support for our clients including accounts payable, reconciling bank transactions, preparing journal entries, month and quarter-end close processes, preparation of financial statements, and assists with annual audits.
Skyler earned his Bachelor of Science in Business Administration with a minor in Law and Economics from Southeast Missouri State University.