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 — 100.0%

ssmith@sequoia-financial.com

Key Employees

Contact details of 9 Sequoia Financial Group executives

Gerry Knotek

Executive Vice President, Chief Compliance Officer
  • Work email

    g*****k@sequoia-financial.com

Leon Labrecque

Executive Vice President, Head of Planning Strategy at Sequoia Financial Group
  • Work email

    l********e@sequoia-financial.com

Laurie Marshall

Vice President
  • Work email

    l*******l@sequoia-financial.com

Chris Redhead

Executive Vice President
  • Work email

    c******d@sequoia-financial.com

Shaun Kapusinski

Director, Technology & Operations

Kenneth J Paull

Vice President, Private Client Services

Bill Venter

Financial Planner & Managing Director of Private Client Services

Annie McCauley

Executive Vice President Chief Client Experience Officer

Thomas Haught

Founder

Other Employees

Contact details of 5 Sequoia Financial Group other employees

Matthew Pullar

SVP-Partner
  • Work email

    m*****r@sequoia-financial.com

Jessica Estrada

Client Services Associate
  • Work email

    j******a@sequoia-financial.com

Dustin Jennings

Operations Analyst
  • Work email

    d*******s@sequoia-financial.com

Brian Petras

Senior Associate, Trader
  • Work email

    b*****s@sequoia-financial.com

Christina Antal

Senior Manager of Client Service

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

HQ: New York, New York, United States

McKinsey & Company

mckinsey.com

McKinsey & Company is a global management consulting firm an...

HQ: New York, New York, United States

Specialized In: Coaching & Consulting,

Legal Name: McKinsey & Company, Inc.

Business Type: Private

Employees: 10001+

Last Investment Activity: Jul 29, 2024

Founded Date: 1926

Number of Exits: 3

Company Type: For Profit

Operating Status: Active

Investor Type: Co-Working Space

HQ: London, England, United Kingdom

Ernst & Young

ey.com

Ernst & Young is a provider of assurance, tax, transaction, ...

HQ: London, England, United Kingdom

Specialized In: Accounting & Tax, Big Data & Analytics, Coaching & Consulting Finance & Banking

Legal Name: Ernst & Young Global Limited

Business Type: Private

Employees: 10001+

Last Investment Activity: Jul 3, 2024

Founded Date: 1989

Number of Exits: 2

Company Type: For Profit

Operating Status: Active

HQ: Paris, Ile-de-France, France

Capgemini

capgemini.com

Capgemini provides consulting, technology, and digital trans...

HQ: Paris, Ile-de-France, France

Specialized In: Coaching & Consulting, Technology & Software, InsurTech Publishing & News Media

Legal Name: Capgemini Services SAS

Business Type: Public

Employees: 10001+

Last Investment Activity: Jul 1, 2024

Founded Date: 1967

Company Type: For Profit

Stock Symbol: EPA:CAP

Operating Status: Active

Company Info

Last updated: 13/07/2025

216-774-1240

Akron, Ohio, United States

Sequoia Financial Group General Information

Specialization: Coaching & Consulting, Finance & Banking, Wealth Management
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, 2024 Nov 1, 2023 Oct 20, 2023

Our service is undergoing beta testing, and you can get all the information that is closed on this page for free by registering. You will not need to provide your credit/debit card details.