Wealth manager Sequoia Financial launches boutique family office

Marcus Baram
Author Marcus Baram
Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.
Nov 02, 2023
3 weeks ago

This week Sequoia Financial Group, a wealth manager that has more than $15 billion in assets under management, launched Sequoia Sentinel, a family office within the firm with clients that tend to have a minimum account size of $20 million. The new unit’s clients represent about 55% of the firm’s total assets under management.

In recent years, Sequoia Financial has acquired Zeke Capital Advisors, M Capital Advisors and Wealthstone Advisors. 

Sequoia Sentinel is led by Annie McCauley, executive vice president and chief client experience officer of Sequoia.

Marcus Baram
Author Marcus Baram
Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.