SEQUOIA FINANCIAL ADVISORS, L.L.C. of AKRON, OH is an SEC-registered investment adviser (CRD 117756). Regulatory assets under management: $32.2B.
Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| Nicholas Zamparelli | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | Berwyn, PA |
| Thomas Arthur Haught | CHAIRMAN, PRESIDENT, CEO; PRES, CEO; TRUSTEE | Akron, OH |
| Matthew James Dunn | CHIEF COMPLIANCE OFFICER | Akron, OH |
| Norborne Gee Smith | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | New York, NY |
| Gerald Paul Knotek | EXECUTIVE VICE PRESIDENT | — |
| Kevin Nicholas Tichnell | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | — |
| Albert Steven Kantra | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | — |
| Annelise Waterfall Mccauley | EVP, CHIEF CLIENT EXPERIENCE OFFICER | — |
| Trevor Robert Chuna | CHIEF TECHNOLOGY OFFICER | — |
| Joseph A Glick | EVP, CHIEF OPERATING OFFICER | — |
| Christopher Brian Thom | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | — |
| Justin Daniel Stets | EVP, HEAD OF INTEGRATED WEALTH SERVICES / CHIEF COMPLIANCE OFFICER | — |
| DUNN WILLIAM JAMES | CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER; VP, COMPLIANCE OFFICER | — |
| HAUGHT THOMAS AURTHUR | PRES, CEO, CFO, & CLO; PRES, CEO, CFO, COO, & CLO; PRES, CEO, COO, CIO & CLO (+2 more) | — |
| SCHVARTZ MELANIE MARIE | CHIEF COMPLIANCE OFFICER | — |
| LONG JOSEPH SCOTT | COO | — |
| KNOTEK GERALD PAUL | CFO; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+3 more) | — |
| HANAYIK STEPHANIE ANN | CHIEF COMPLIANCE OFFICER | — |
| NEHRENZ GEOFFREY W | CFO | — |
| THOM CHRISTOPHER BRIAN | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | — |
| HAUGHT THOMAS ARTHUR | PRES, CEO; PRES, CEO, COO, CIO & CLO; PRES, CEO, COO, & CLO (+1 more) | — |
| TICHNELL KEVIN NICHOLAS | CHIEF FINANCIAL OFFICER; EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | — |
| KANTRA ALBERT STEVEN | CHIEF OPERATING OFFICER; EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | — |
| MCCAULEY ANNELISE WATERFALL | CHIEF CLIENT EXPERIENCE OFFICER; EVP, CHIEF CLIENT EXPERIENCE OFFICER | — |
| CHUNA TREVOR ROBERT | CHIEF TECHNOLOGY OFFICER | — |