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Sequoia Financial Group

10 Decision Makers · 14 Verified Contacts & Email Format

sequoia-financial.com
📍 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 — 100.0%

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 email

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

Leon Labrecque

Executive Vice President, Head of Planning Strategy at Sequoia Financial Group LinkedIn

  • Work email

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

Laurie Marshall

Vice President LinkedIn

  • Work email

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

Chris Redhead

Executive Vice President LinkedIn

  • Work email

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

Matthew Pullar

SVP-Partner LinkedIn

  • Work email

    m*****r@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, President & Chief Executive Officer

Team & Specialists

Contact details of 4 Sequoia Financial Group team members

Jessica Estrada

Client Services Associate LinkedIn

  • Work email

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

Dustin Jennings

Operations Analyst LinkedIn

  • Work email

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

Brian Petras

Senior Associate, Trader LinkedIn

  • 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

Verify Sequoia Financial Group Emails

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Company Info

Last updated: 13/07/2025

sequoia-financial.com

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, 2024 Nov 1, 2023 Oct 20, 2023

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