Chris Thom, CFP, has been appointed chief strategy and partnerships officer by Sequoia Financial Group (Sequoia), an SEC-registered wealth manager that has over $18bn in assets under management as of 31 March 2024.
Thom is on Sequoia Financial Group’s executive committee and reports to Tom Haught, the company’s CEO, and founder.
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He is in charge of spearheading initiatives to expand Sequoia Financial’s present strategic business alliances in this recently established position.
Sequoia has been working successfully with Cohen & Company, an accounting company, for more than 30 years and is also an active participant in the custodial referral programmes offered by Fidelity and Schwab.
In addition, Thom will handle Sequoia’s marketing initiatives and lead the company’s brand strategy.
Thom, who has over two decades of expertise in wealth management, comes to Sequoia Financial from RWA Wealth Partners, where he held positions as head of wealth services, director of business development, and partner.
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By GlobalDataPrior to this, he held positions as director of wealth management for USAA, senior vice president at Schwab Wealth Advisory, and divisional vice president for Edelman Financial Engines’ wealth planning business.
Haught stated: “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.”
Along with providing services to customers throughout the wealth continuum, Sequoia Financial Group also maintains a number of specialist resource groups catering to the needs of physicians, business owners, and individuals with special needs.
Moreover, earlier this month Gee Smith was appointed head of Sequoia Sentinel, a boutique family office within Sequoia.
Smith will oversee the ongoing growth of Sequoia Sentinel’s service offering and report to Tom Haught, CEO, and creator of Sequoia Financial Group.
Sequoia Sentinel is specifically designed to support the distinctive requirements of ultra-high net worth individuals and families.
