David Sego

David C. Sego is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®) with roughly 25+ years in the accounting and wealth-management industry, based in the Dallas, Texas area. From 1995 to 2016 he was a partner at Weaver and Tidwell, LLP — an independent accounting firm ranked among the largest in the U.S. Southwest — where his practice centered on tax and financial planning for executives and high-net-worth families.

Sego also served as Managing Director of Weaver Wealth Management, the firm's registered investment advisory arm. In January 2016, BOK Financial Corporation (a ~$31 billion regional financial-services company headquartered in Tulsa, Oklahoma) announced an agreement to acquire Weaver Wealth Management — a deal that added approximately $340 million in assets under management and expanded BOK Financial's Texas wealth-management footprint. Under the transaction (closed in Q1 2016), Weaver Wealth Management was folded into The Milestone Group, BOK Financial's Denver-based wealth-management subsidiary.

Per BOK Financial's announcement, Sego "will maintain his leadership role and report directly to Eric Koeplin, president of The Milestone Group." The Milestone Group was founded in 1996, is headquartered in Denver, and at the time of the acquisition managed roughly $1.8 billion in assets, serving high-net-worth and ultra-high-net-worth families and executives. On LinkedIn and in SEC records he is listed as a Managing Director / Senior Wealth Advisor with the firm (also reflected under the BOK Financial Private Wealth, Inc. registration).

• Sego is a private wealth advisor, not a startup investor — his "investing" is portfolio and financial-planning work on behalf of wealthy individuals, families, and executives.
• Core disciplines: comprehensive financial planning, tax planning (leveraging his CPA/PFS background), and investment management for high-net-worth and ultra-high-net-worth clients.
• Client profile mirrors The Milestone Group's mandate: high- and ultra-high-net-worth families and corporate executives seeking integrated tax, planning, and investment advice.
• No publicly stated venture/angel investment thesis, target check size, or startup sector focus exists in the sources reviewed.