What departments does Sequoia Financial Group have?

Sequoia Financial Group has employees across 7 departments including Marketing, Finance, Operations, Engineering, Research.

What is the largest department at Sequoia Financial Group?

The largest department at Sequoia Financial Group is Finance with 4 employees.

Where are Sequoia Financial Group employees located globally?

Sequoia Financial Group has employees across 3 continents and 5 countries including Bangladesh, United States Of America, Honduras, Canada, Australia.

How has Sequoia Financial Group's team size changed over time?

Sequoia Financial Group's team has grown from approximately 334 to 345 employees based on available data.

Sequoia Financial Group Employee Directory

Q: Who are Sequoia Financial Group's key employees and leadership?

Sequoia Financial Group's key employees include: Executive Vice President, Chief Compliance Officer: G. K., Chief Executive Officer: R. V., Chief Investment Officer: D. C., Chief Operating Officer: J. L., Chief Technology Officer: T. R..

Financial ServicesOhio, United States201-500 Employees

Sequoia Financial Group operates in the financial services sector, offering comprehensive wealth management for individuals and business owners. Its services include financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office services. The firm emphasizes a collaborative, client-centered approach, working alongside clients to define financial goals and pursue them, with a team of salaried professionals focused on client interests. It is based in Akron, Ohio, and investment advisory services are provided through Sequoia Financial Advisors, LLC, an SEC-registered advisor.

In December 2025, Sequoia Financial Group announced the acquisition of Sterling Financial Group, an independent investment advisory firm based in Pasadena, California. The acquisition adds Sterling Financial Group to Sequoia's independent advisory activities.

Sequoia Financial Group Global Highlights

North America
505

United States Of America
503
Honduras
1
Canada
1

Oceania
6

Australia
6

Asia
1

Bangladesh
1

Sequoia Financial Group's Leadership

R. V.
Chief Executive Officer
Mobile Phone
Email
D. C.
Chief Investment Officer
Mobile Phone
Email
J. L.
Chief Operating Officer
Mobile Phone
Email
T. R.
Chief Technology Officer
Mobile Phone
Email
J. Z.
Chief Investment Strategist
Mobile Phone
Email
J. K.
Head Of Private Equity
Mobile Phone
Email
K. O.
Head Of Fixed Income & Private Credit
Mobile Phone
Email
G. K.
Executive Vice President, Chief Compliance Officer
Mobile Phone
Email

Sequoia Financial Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Analytics
Marketing
Information Technology
Operations
Other
Engineering
Administrative
Banking
Business
Community & Social Services
Human Resources
Consultant
Recruiting

Contact profiles from Sequoia Financial Group

Name

Title

Contact Info

Location

Last Update

K. I.
Senior Vice President, Chief Marketing Officer
Mobile Phone
Email
May 28, 2026
D. C.
Chief Investment Officer
Mobile Phone
Email
Oct 16, 2024
F. M.
Chairman
Mobile Phone
Email
Oct 23, 2024
G. W.
Owner
Mobile Phone
Email
Oct 21, 2024
G. K.
Executive Vice President, Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Jul 23, 2024
J. W.
Partner & Director
Mobile Phone
Email
May 24, 2024
J. L.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
K. A.
Owner
Mobile Phone
Email
Oct 17, 2024
R. V.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
T. R.
Chief Technology Officer
Mobile Phone
Email
Apr 13, 2026

Frequently Asked Questions

What is Sequoia Financial Group known for?

Sequoia Financial Group was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 3500 Embassy Parkway Akron, Ohio 44333 United States; you can contact the main corporate office by phone at

+1-330-375-****

. Explore Sequoia Financial Group's company overview page for more information.

What is Sequoia Financial Group's most common email format?

Sequoia Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequoia Financial Group email formats with LeadIQ.

How many employees does Sequoia Financial Group have currently?

Sequoia Financial Group has approximately 396 employees as of May 2026. These team members are located across 3 continents, including North AmericaOceaniaAsia.

Who are Sequoia Financial Group's key employees and leadership?

As of May 2026, Sequoia Financial Group's key employees include:

Chief Executive Officer: R. V.
Chief Investment Officer: D. C.
Chief Operating Officer: J. L.
Chief Technology Officer: T. R.
Chief Investment Strategist: J. Z.

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Sequoia Financial Group Employee Directory

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