#United States #Akron, Ohio #Sequoia Financial #Leadership Appointments #Annie McCauley

Sequoia Financial Group Sees Leadership Transition in Key Appointments

On October 15, 2025, Sequoia Financial Group, LLC, an SEC-registered wealth management firm, announced significant leadership changes as part of its long-term growth strategy. As of January 1, 2026, Annie McCauley will take over as president from founder Tom Haught, marking a pivotal moment in the firm's trajectory, which currently manages $29.9 billion in assets.

New Leadership Dynamics

Annie McCauley, who has been with Sequoia Financial since 1999, is stepping up from her role as chief client experience officer to lead the firm. McCauley’s professional journey reflects a steady climb through the ranks. Starting as an intern, she transitioned to a financial advisor in 2002, was appointed managing planner in 2008, managed family wealth services in 2015, and has held her current position since 2021. Her hybrid experience positions her uniquely to understand both the intricacies of client relationships and the firm’s strategic direction.

Tom Haught will retain his role as chairman and chief executive officer but will shift focus from daily operations to long-term enterprise strategy and growth partnerships. Haught's vision emphasizes a client-centric culture that underpins Sequoia Financial’s foundation. He noted, "These leadership appointments signify a milestone for Sequoia Financial as we continually aim to serve families and businesses for generations."

Expanding Leadership Role

The changes in leadership are not limited to McCauley. Joe Glick, previously the chief operating officer and chief financial officer, will expand his responsibilities to include investment research. His experience in banking and brokerage systems introduces a fresh perspective on operational efficiency, an essential component as the firm looks to enhance service offerings.

Chris Thom, currently the chief strategy and partnerships officer, will become the chief growth officer, taking charge of wealth planning, estate planning, tax planning, and retirement plan services. With more than 20 years in wealth management, Thom’s role will be pivotal in driving strategic initiatives to cultivate the firm’s growth even further.

The Bigger Picture

The executive team's expanded roles allow for a more cohesive approach to management, fostering innovation and responsiveness to client needs. Alongside newly appointed leaders, Sequoia Financial’s existing executives, such as Gee Smith and Justin Stets, will continue contributing significantly to the firm’s integrated service model. Stets recently joined the team following Sequoia's acquisition of Carlson Capital Management, bringing fresh insights into integrated wealth services.

Sequoia Financial has built a legacy that spans over three decades, supporting more than 11,500 client households across a spectrum of wealth, including high-net-worth individuals and families. The launch of Sequoia Sentinel in 2023 exemplifies their commitment to enhancing family office capabilities, demonstrating a proactive approach to wealth management.

A Future-Oriented Vision

As McCauley prepares to lead the firm, her responsibilities will encompass executing Sequoia Financial’s strategic vision, fostering team development, and directing the advisors nationwide. Her lengthy association with the firm has nurtured a deep-rooted understanding of the clientele, ensuring that the firm's evolution aligns with their needs.

Haught reiterated the firm’s philosophy on planning: "We counsel our clients daily about thoughtful planning and apply the same approach internally. Today’s appointments recognize the entire executive team's contributions and set the stage for accelerating our growth and innovation.”

With these appointments, Sequoia Financial looks to reinforce its position in the wealth management sector, focusing on long-term sustainability while continuing to forge client relationships that stand the test of time. The recent accolade from Barron's, ranking Sequoia among the top registered investment advisors in the U.S. for the seventh consecutive year, further confirms the firm’s unyielding commitment to excellence in wealth management.

For more insights into Sequoia Financial's ongoing developments and services, please visit Sequoia Financial.