Is your fund nearing the end of its life cycle? Has your team disbanded or are you focusing your energy on a new fund? When your fund is ready to wind down, Segue can help monitor the fund and assist with all of the financial and tax reporting, such as target ending capital account balances and clawback calculations, as well as liquidation requirements.
Director
Email Jordan
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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.
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:
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