Our
Team
We believe that quality people make the difference.
We hire only “A” players. Each of our advisors and staff has attained a high level of success in the financial services industry prior to joining our firm. Years of experience have taught us the value of a strong commitment to outstanding client service. Our service platform was designed with the needs of the high-net-worth client in mind. Our goal is to leave our clients “delighted” with our service. Our clients have rewarded our service by continually referring us new business.
Alfredo Sandoval
Partner
Alfredo Sandoval, with more than 30 years of experience in the financial services sector, is a founder and managing partner of the Private Investment Group, Inc., a boutique asset manager focusing on private portfolio management and asset growth for high-net-worth families. He holds a plethora of financial and insurance security licenses.
Alfredo is the son of a career military member and has resided in many locations. A 1982 graduate from the United States Air Force Academy, Alfredo earned a Master of Finance and a Master’s Degree in Marketing from Wright State University in Dayton, OH. He is a graduate of the Air Force's Air Command and Staff and Air War Colleges, and holds an International Relations certificate from the University of Pennsylvania - Wharton School.
Outside of the office, Alfredo enjoys spending time with his family and grandchildren.
Nick Schubeler
Chief Investment Officer and Chief Compliance Officer
Nick Schubeler joined The Private Investment Group in 2011 and serves as our Chief Investment Officer and Chief Compliance Officer. Nick has over 20 years of experience in the areas of investment and financial services, with an emphasis on trading, stock analysis, and portfolio management. His willingness to help others and passion for investments and economics are exhibited at the firm.
Nick is a native of Dayton, Ohio, and graduated from the University of Dayton with a Bachelor of Science in Business Administration with a double major in Finance and Economics.
When away from the office, Nick enjoys woodworking, golf, travel, and hiking.
Rachel Schubeler
Operations Manager
Rachel Schubeler joined The Private Investment Group team in March 2020 and serves as our Operations Manager. She has more than 20 years of customer service, sales, and administrative experience. Rachel enjoys working with multiple generations of families and people of all ages to help create a better financial future for themselves and their heirs. Each day brings new opportunities to connect with clients.
Rachel, a native of Dayton, Ohio, earned her Associate degree in Early Childhood Education from Sinclair Community College in 2007 and a Bachelor of Science degree in Organizational Leadership from Wright State University in 2011.
Outside of the office, Rachel enjoys spending her time hiking, traveling, scrapbooking, reading, and photography.
Joseph Greco
Consultant/Sales Representative
Joseph Greco joined The Private Investment Group in 2022 as a consultant/sales representative. He earned his Master of Business Administration from the University of Redlands, California, in 2004.
Joe retired from the Riverside County Sheriff’s Department, Riverside County, California, in 2022 after a decorated 34-year law enforcement career where he held many positions, including administrative experience. Joe is the son of a career military member and has resided in many locations during his upbringing. He currently resides in Temecula, California, with his family.
Outside of the office, Joe enjoys spending his time with family, traveling, reading, and attending professional sporting events.
Henry Dabbelt
Intern
Henry Dabbelt finished his first year at the University of Cincinnati, studying finance and accounting. He is looking forward to starting his first internship and serving you at The Private Investment Group during the summer of 2024.
Outside the office, Henry enjoys spending his time reading, playing basketball, running, and hiking.