Sequoia Financial Hires Glick EVP, COO

Sequoia Financial Group announced that Joseph Glick has joined the $16 billion Ohio-based registered investment advisor as executive vice president and COO.

Glick was previously head of strategy – client lifecycle management for Deutsche Bank, where he worked for more than a decade in Cleveland, New York and London.

Sequoia also elevated its existing employees to head up a strategic growth initiative.

Kevin Tichnell, an EVP, has been appointed chief strategy and acquisitions officer. He joined Sequoia in 2003 as a wealth advisor, and has also held the roles of managing director, business development; VP of M&A; chief of staff; and CFO.

Annie McCauley, chief client experience officer and an executive vice president, will take on more responsibilities in the advisor group and with organic growth. She joined Sequoia in 2002 as a financial advisor.

She became managing planner in 2008, was promoted to managing director of family wealth in 2015 and chief client experience officer in early 2021

“Today’s leadership appointments are designed to strengthen our strategic expansion plans as we continue to build a durable and scalable firm to serve clients for generations to come,” said Tom Haught, Sequoia founder and CEO.

Sequoia has enjoyed great growth in the last three years, following the sale of a minority investment to Kudu Investment Management in the summer of 2020. When Kudu made the Sequoia investment, the RIA had $4.7 billion in assets under management. Sequoia acquired NCA Financial Planners for $1.7 billion in late 2021.

Sequoia sold a minority stake to private equity firm Valeas Capital Partners last year before closing its largest purchase to date, a $5 billion acquisition of Zeke Capital Advisors in February.