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$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Annie mccauleySequoia financial groupSequoia sentinelWealthstone advisorsZeke capital advisorsKudu investment managementValeas capitalSan francisco based

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesAnnie mccauleyTom haughtSequoia financial groupPrnewswire sequoia financial groupSequoia sentinel family officeSequoia financial advisorsFinancial groupSequoia sentinelOhio based sequoiaZeke capital advisors

Market Gallery opens in downtown

One section of the newly opened Market Gallery in downtown Tucumcari will serve as a community art space for local talent, and Flourishing Desert

Blanco creekUnited statesAnnie mccauleyNathan krekulaChris kyleMesalands community collegeMarket galleryFlourishing desert creationsJackalope coffee hausSmoothie barBlanco creek boutiqueGallery etcTracy fragaleCozy crochet

Retirement Industry People Moves

Retirement Industry People Moves
plansponsor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from plansponsor.com Daily Mail and Mail on Sunday newspapers.

United statesNew yorkStone ridgeBob cortrightTom haughtJason pizzorussoJanet burkeScott jonesasJoseph glickSalas obrienKevin tichnellAnnie mccauleyLucas hellmerTed mathasMorgan stanleySequoia financial advisors

RIA Roundup: Geller Opens South Florida Office, Unveils New Brand

Geller moved into West Palm Beach, Waverly moved into Austin and NewEdge moved into the Bay Area this week, as more than $10B in assets was transacted.

United statesNew yorkWest palm beachTom brownRobert hamerAnnie mccauleyJosh reidingerKevin tichnellJames wernerLos angelesJoseph glickTom haughtAl kantraScott bushWealth partners capital groupNames heads of strategic growth initiative

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