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Sequoia Financial Group Announces Key Executive Appointments, Names Annie McCauley as President
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced several key executive appointments as part of its long-term strategic growth plan.
About this update from Sequoia Financial Group Ltd.
[{"type":"text","content":"AKRON, Ohio, Oct. 15, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced several key executive appointments as part of its long-term strategic growth plan.","length":292,"tagName":"p"},{"type":"image","alt":"(PRNewsfoto/Sequoia Financial Group, LLC)","displaySize":"","headline":null,"caption":"(PRNewsfoto/Sequoia Financial Group, LLC)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":65,"url":"https://media.zenfs.com/en/prnewswire.com/fe8dd5d8497e0c55ea10f1139fb6ef80"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/JwbbkNwOZmpSEEKIRVbmrA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTExNTtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/fe8dd5d8497e0c55ea10f1139fb6ef80","width":400,"height":65}},"href":"https://mma.prnewswire.com/media/2263348/Sequoia_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"Effective Jan. 1, 2026, Annie McCauley, currently chief client experience officer, will become president of Sequoia Financial, assuming the role from Tom Haught, founder, chairman and chief executive officer. Joe Glick, chief operating officer and chief financial officer, expands his role to include investment research. Chris Thom, currently chief strategy & partnerships officer, will become chief growth officer.","length":420,"tagName":"p"},{"type":"text","content":"Sequoia Financial's executive team also includes Gee Smith, head of Sequoia Sentinel Family Office; Justin Stets, head of integrated wealth services; and Kevin Tichnell, chief acquisitions officer. Stets joined the firm in April 2025 when Sequoia Financial acquired Carlson Capital Management, where Stets served as CEO.","length":324,"tagName":"p"},{"type":"text","content":"As president, McCauley will be responsible for executing Sequoia Financial's strategy, organic growth plans, and team development. She will also continue to lead the firm's advisors nationally. McCauley first joined Sequoia Financial as an intern in 1999 and in 2002 became a financial advisor. She was named managing planner in 2008, managing director of family wealth in 2015, chief client experience officer in 2021, and executive vice president in 2023.","length":465,"tagName":"p"},{"type":"text...