Sequoia Financial Group acquiring special needs focused wealth manager Affinia
Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.
Source: investmentnews.com
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Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today...
Source: prnewswire.com
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today...
Source: prnewswire.com
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO PR Newswire AKRON, Ohio, June 22, 2023 AKRON, Ohio,...
Source: marketwatch.com
Sequoia Financial Group to Buy Zeke Capital Advisors
Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.
Source: wealthmanagement.com