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Leadership Team

LEADERSHIP TEAM

our-team

David Adefeso

David  is the Chief Executive Officer of The Pacific Group. He oversees all aspects of the firm’s operations. Prior to The Pacific Group, David worked as a Wall Street Investment Banker with Wasserstein Perella & Co. and Salomon Smith Barney. There, he executed billions of dollars in complex merger & acquisition and corporate finance transactions for some of the world’s largest companies. His client base included Aetna US Healthcare, Magellan Healthcare, Allegiance Corp., HealthSouth, MedPartners, Snapple, Interpool Inc., Indigo Aviation, American TransAir, and BlueCross/BlueShields of California, Kansas City & Missouri.

Prior to investment banking, David  worked as a Certified Public Accountant. He attended Harvard Business School where he graduated with an MBA.

Melissa Bergeron

Melissa, The Pacific Group’s Executive Assistant, hails from Maine and relocated to California 7 years ago. Her dynamic administrative experience of over 10 years includes radio, tv, music, entertainment and now finance. Her strong organization and communication skills prove a great fit for the TPG team.

Gerard A. Singfield

Gerard is the Managing Director of The Pacific Group. With nearly 10 years of experience as a wealth manager, Gerard is uniquely skilled in the complex world of high finance with a knack for seeking opportunities and finding creative, strategic solutions for his clients. He has worked with literally thousands of clients, managing a book of business totaling over $2 billion in total assets over the last 10 years. Gerard got his start in the industry working with Fortune 500 companies such as E-Trade Financial and Charles Schwab as a VP Financial Consultant, where he cultivated client relationships, helping them develop financial strategies to reach their goals.

A graduate of Morehouse College, Gerard is a federal and state licensed mortgage broker as well as Insurance agent in CA. He also holds his Series 7, 63, and 66 securities licenses.
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Nick Waggoner

Nick is the Operations Manager of the Pacific Group. He specializes in financial analysis projects, technology implementation, and providing due diligence for compliance. A big part of Nick’s responsibility is to ensure seamless integration between departments.

He graduated from the University of Southern California receiving a degree in Business Administration and an emphasis in Financial Analysis & Valuation, as well as Entrepreneurship. When he is not working, Nick dedicates his time to family, friends, and his Catholic parish, working specifically with teens and young adults. Furthermore, he enjoys serving his community whenever possible.