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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
See 14 verified contactsCheck sequoia-financial.com emails
Employees
101-250
Founded
1991
Type
For Profit
Headquarters
Akron, OH

Company data last updated Oct 26, 2026.

About Sequoia Financial Group

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

Tech Stack

CMS
Analytics
CDN
Email
EmailSecurity

Who to contact at Sequoia Financial Group

8ExecutiveExecutive Vice President, Chief Compliance Officer, Vice President
3Finance & legalClient Services Associate, Operations Analyst
3OtherSenior Manager of Client Service

Email Format

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

Email Deliverability

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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
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
jtadic@sequoia-financial.com
jhoxha@sequoia-financial.com

Verify Sequoia Financial Group Emails

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Company Info Updated 26/10/2026
sequoia-financial.com
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
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Oct 26, 2026.

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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: flastname@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

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