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Sequoia Financial Group Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Zeke Capital Advisors, LLC operates in the investment management sector as a registered investment adviser and is part of Sequoia Financial Group. It serves individuals and families across a broad range of wealth levels, helping them plan for their chosen futures. Advisory services are offered through Sequoia Financial Advisors, LLC, which is registered with the SEC. The firm is based in Berwyn, Pennsylvania, and has been part of Sequoia Financial Group since February 28, 2023.

Recent reports indicate a leadership transition at the parent company, with the chairman and director expected to step down in mid-2026.

Find Sequoia Financial Group employees' phone numbers or email addresses

Sequoia Financial Group Global Highlights

Location
Employees

North America
21

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  • United States Of America
    20
  • Canada
    1

Sequoia Financial Group's Leadership

  • Director, Manager Research at Sequoia Financial Group
    J. H.
    Director, Manager Research
    Mobile Phone
  • Director Of Private Equity at Sequoia Financial Group
    J. K.
    Director Of Private Equity
    Mobile Phone
  • Portfolio Manager at Sequoia Financial Group
    D. C.
    Portfolio Manager
    Mobile Phone
  • Client Service at Sequoia Financial Group
    C. F.
    Client Service
    Mobile Phone
  • Client Services Associate at Sequoia Financial Group
    K. R.
    Client Services Associate
    Mobile Phone

Sequoia Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Sequoia Financial Group

Name
Title
Contact
Location
Last Update
  • Director, Manager Research at Sequoia Financial Group
    J. H.
    Director, Manager Research
    Mobile Phone
    Oct 18, 2024
  • Director Of Private Equity at Sequoia Financial Group
    J. K.
    Director Of Private Equity
    Mobile Phone
    Jun 08, 2026
  • Portfolio Manager at Sequoia Financial Group
    D. C.
    Portfolio Manager
    Mobile Phone
    Aug 30, 2026
  • Client Service at Sequoia Financial Group
    C. F.
    Client Service
    Mobile Phone
    Oct 23, 2024
  • Client Services Associate at Sequoia Financial Group
    K. R.
    Client Services Associate
    Mobile Phone
    Aug 21, 2025

Frequently Asked Questions

What is Sequoia Financial Group known for?

Minus sign iconPlus sign iconSequoia Financial Group was founded in 1991 and operates in the Investment Management industry. You can contact Sequoia Financial Group's main corporate office by phone at
+1-610-407-****
. Explore Sequoia Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconSequoia Financial Group employees' email format typically follows the pattern of Last@zekecapital.com. 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?

Minus sign iconPlus sign iconSequoia Financial Group has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Director, Manager Research: J. H.
  • Director Of Private Equity: J. K.
  • Portfolio Manager: D. C.
  • Client Service: C. F.
  • Client Services Associate: K. R.

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