Akron, Ohio-based Sequoia Financial Group, a leading SEC-registered wealth manager with over $18 billion in assets under management as of March 31, 2024, has hired Chris Thom, CFP, as chief strategy and partnerships officer. And Thom is a member of the executive committee while reporting to Tom Haught, CEO and founder of Sequoia Financial Group.
For this newly created role, Thom will lead efforts to build upon Sequoia Financial’s current strategic business partnerships. And Sequoia is an active member of the custodial referral programs of Fidelity and Schwab and successfully collaborated with the accounting firm of Cohen & Company for over 30 years. He will also lead brand strategy for the firm and oversee Sequoia’s marketing efforts.
With over 20 years of wealth management experience, Thom joins Sequoia Financial from RWA Wealth Partners, where he served as a partner, director of business development, and head of wealth services. And earlier, he was a divisional vice president, wealth planning group, for Edelman Financial Engines, senior vice president at Schwab Wealth Advisory, and director of wealth management for USAA.
Sequoia Financial Group provides services to clients across the wealth continuum, including several specialized resource groups focused on business owners, medical professionals, special-needs planning, etc.
KEY QUOTE:
“Chris is a well-rounded leader with experience building and managing referral partnerships with professional services firms. We are excited to have him on our leadership team, where he will be instrumental in guiding our strategy, partnerships and marketing initiatives.”
- Tom Haught
