AKRON,
Ohio, June 4, 2024 /PRNewswire/ -- Sequoia
Financial Group, LLC (Sequoia), a leading SEC-registered wealth
manager with more than $18 billion in
assets under management as of March 31,
2024, today announced the appointment of Gee Smith as head
of Sequoia Sentinel, a boutique family office within the firm that
is dedicated to supporting the unique needs of ultra high net worth
individuals and families. Smith reports to Tom Haught, CEO and founder of Sequoia Financial
Group, and will guide the continued expansion of Sequoia Sentinel's
service offering.
The Sequoia Sentinel brand was launched in the fall of 2023 as
the next evolution of the customized services and advisory teams
Sequoia offers to ultra high net worth clients, including technical
expertise in areas that specifically affect individuals with
substantial family wealth. Sequoia Sentinel clients typically have
a minimum account size of $25
million. Sequoia Sentinel represents more than half of
Sequoia Financial Group's assets under management.
Smith, former president and partner of multi-family office firm
Zeke Capital Advisors, has been a senior strategic advisor at
Sequoia following its acquisition of Zeke Capital in February 2023. Before joining Zeke Capital in
2013, Smith was managing director with Goldman Sachs Private Wealth
Management. He was the head of Wealth Advisory Services, a role
that included overseeing all wealth planning activities and also
chairman, president, and CEO of Goldman Sachs Trust Co., which
served as the corporate trustee for more than $17 billion in private client and institutional
assets. He was also a member of the senior leadership team of the
Private Wealth Management Group at Goldman Sachs. Smith will remain
based in Berwyn, Pennsylvania.
"Gee has decades of experience leading teams, building
businesses, and advising some of the most affluent families across
the country," Haught said. "We are delighted to promote him to this
key role on Sequoia's leadership team. Sequoia Sentinel is an
essential platform in our commitment to provide personalized advice
to families across our service spectrum."
Akron, Ohio-based Sequoia
Financial Group offers services to clients across the wealth
continuum, including several specialized resource groups such as
special-needs planning. Sequoia has been serving high net worth
individuals and families since 1991 and created Sequoia Sentinel to
offer an array of tailored services, including asset management,
tax management, wealth transfer, asset transactions, and charitable
planning to meet the challenges inherent to generational
wealth.
The Sequoia Sentinel family office team is an experienced group
of professionals who have targeted experience in solving the
complex issues of wealthy families. Sequoia Sentinel's
professionals invest alongside clients in the same strategies and
portfolios. Sequoia Financial Group has enhanced its capabilities
to serve the ultra high net worth market through organic growth and
acquisitions, including Zeke Capital Advisors, M Capital
Advisors, and WEALTHSTONE ADVISORS.
In 2023, Sequoia Financial was named by Barron's as one
of the top RIA firms in the U.S. for the fifth consecutive year.
The ranking is based on assets managed, technology spending, staff
diversity, succession planning, and other metrics.
About Sequoia Financial Group
Sequoia Financial Group,
LLC, founded in 1991, takes a client-centered approach to providing
wealth management services, including asset management, estate and
retirement planning, fiduciary consulting, and family wealth.
Sequoia builds and maintains strong relationships that emphasize
long-term planning to help clients reach their financial and life
goals. Sequoia had more than $18
billion in assets under management as of March 31, 2024. For more information, visit
www.sequoia-financial.com.
Media Contact
Margaret Kirch
Cohen
Newton Park PR, LLC
+1 847-507-2229
margaret@newtonparkpr.com
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SOURCE Sequoia Financial Group, LLC