Sequoia Financial Group

10 Decision Makers · 14 Verified Contacts & Email Format

📍 Akron, OHCoaching & Consulting🗓 Est. 1991👥 101–250 employees

About Sequoia Financial Group

Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.

Email Format

{first_letter_first_name}{last_name}@sequoia-financial.com
100% ssmith@sequoia-financial.com

Leadership & Decision Makers

Contact details of 10 Sequoia Financial Group decision makers

Gerry Knotek

Executive Vice President, Chief Compliance Officer
Work g*****k@sequoia-financial.com

Leon Labrecque

Executive Vice President, Head of Planning Strategy at Sequoia Financial Group LinkedIn
Work l********e@sequoia-financial.com

Laurie Marshall

Vice President LinkedIn
Work l*******l@sequoia-financial.com

Chris Redhead

Executive Vice President LinkedIn
Work c******d@sequoia-financial.com

Matthew Pullar

SVP-Partner LinkedIn
Work m*****r@sequoia-financial.com

Shaun Kapusinski

Director, Technology & Operations
No contact data available

Kenneth J Paull

Vice President, Private Client Services
No contact data available

Bill Venter

Financial Planner & Managing Director of Private Client Services
No contact data available

Annie McCauley

Executive Vice President Chief Client Experience Officer
No contact data available

Thomas Haught

Founder, President & Chief Executive Officer
No contact data available

Team & Specialists

Contact details of 4 Sequoia Financial Group team members

Jessica Estrada

Client Services Associate LinkedIn
Work j******a@sequoia-financial.com

Dustin Jennings

Operations Analyst LinkedIn
Work d*******s@sequoia-financial.com

Brian Petras

Senior Associate, Trader LinkedIn
Work b*****s@sequoia-financial.com

Christina Antal

Senior Manager of Client Service
No contact data available

General Emails

General company emails, e.g. customer support lines

info@sequoia-financial.com General Inquiries
skapusinski@sequoia-financial.com Unclassified inbox
jtadic@sequoia-financial.com Unclassified inbox
jhoxha@sequoia-financial.com Unclassified inbox

Similar Companies like Sequoia Financial Group

CU Direct

cudirect.com
Big Data & Analytics · Ontario, California, United States · Est. 1994 · 501–1000 employees

HQ: Ontario, California, United States

Ryan

ryan.com
Coaching & Consulting · Dallas, TX · Est. 1991 · 1001–5000 employees · $500M–$1B

HQ: Dallas, TX

Oliver Wyman

oliverwyman.com
Coaching & Consulting · New York, NY · Est. 1972 · 1001–5000 employees

HQ: New York, NY

Ernst & Young

ey.com
Accounting & Tax · London, England, United Kingdom · Est. 1989 · Above 10001 employees

HQ: London, England, United Kingdom

PwC

pwc.com
Accounting & Tax · London, England, United Kingdom · Est. 1998 · Above 10001 employees · $1B–$1000B

HQ: London, England, United Kingdom

Explore similar firms in the Coaching & Consulting sector
Company Info Updated 29/08/2026
216-774-1240
Akron, OH
Business Type Private
Employees 101-250
Rounds Private Equity
Founded Date 1991
Company Type For Profit
Operating Status Active
Last Funding Type Private Equity
Phone Number 216-774-1240
Last Investment Activity Jan 15, 2024
Investments Activity Jan 15, 2024Nov 1, 2023Oct 20, 2023
See full email addresses & phone numbers Create a free account — no credit card needed, beta access open.

Frequently Asked Questions about Sequoia Financial Group

What does Sequoia Financial Group do?

Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.

Where is Sequoia Financial Group headquartered?

Sequoia Financial Group is headquartered in Akron, OH.

When was Sequoia Financial Group founded?

Sequoia Financial Group was founded in 1991.

How many employees does Sequoia Financial Group have?

Sequoia Financial Group has approximately 101-250 employees.

What industry is Sequoia Financial Group in?

Sequoia Financial Group operates in the Coaching & Consulting industry.

What is the email format for Sequoia Financial Group?

The most common email format at Sequoia Financial Group is {first_letter_first_name}{last_name}@sequoia-financial.com. For example: {first_letter_first_name}{last_name}@sequoia-financial.com.

How do I contact Sequoia Financial Group?

You can contact Sequoia Financial Group via email at info@sequoia-financial.com or skapusinski@sequoia-financial.com, headquartered in Akron, OH.

Latest News about Sequoia Financial Group