Chief Investment Officer | As Chief Investment Officer, I am responsible for the firm’s adherence to its investment philosophy and the execution of its investment process by leading and articulating Sequoia’s investment strategy, portfolio management, risk management, and research activities.
Through my primary functions and by leading the firm’s Investment Committee, I empower our relationship advisors with the knowledge and tools to proficiently build tailored client investment portfolios in strict accordance with asset allocation attributes, cash flow needs, short- and long-term planning goals, and risk profiles.
With more than 21 years of investment industry experience, I can appreciate each client’s unique wealth planning challenges and deliver thoughtful, comprehensive, and prudent investment solutions. There is nothing more professionally rewarding than helping our team and, ultimately, our clients achieve their wealth planning goals through effective portfolio decision making.
November 12th, 2018 | 9 mins 10 secs
client service, eblast, finance, financial advisor, financial plan, pardot, salesforce, technology
Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience.
October 1st, 2018 | 6 mins 19 secs
charitable giving, estate planning, family wealth, financial planning, generational planning, trust, trustee, trustee support
Join Sequoia's Vice President, Don Laubacher, as he addresses questions and concerns about serving as trustee, including trustee duties and potential risks that must be handled properly to protect both your trustee and the trust. The good news for trustees? They’re not alone.
August 18th, 2018 | 10 mins 43 secs
financial checkup, financial freedom, wealth planning
Join Sequoia's wealth planning director, Heather Welsh, as she discusses 10 wealth planning related rules of thumb. You can use these guidelines to serve as a general financial checkup.
August 15th, 2018 | 8 mins 44 secs
economy, financial market, investment process, investments, sequoia financial group
Russell Moenich, Chief Investment Officer, for Sequoia Financial Group discusses a fantastic book recommendation, The Triumph of the Optimist, which is incredibly valuable as a part of the foundation of the investment process at Sequoia.