Annie McCauley
Sequoia Financial Group, a $30 billion hybrid RIA firm, has announced plans to appoint Annie McCauley as its new president, taking over from Tom Haught effective Jan. 1.
McCauley will be responsible for executing Sequoia Financial's strategy, organic growth plans and team development. She will also continue to lead the firm’s advisors nationally.
Haught's role will shift to long-term enterprise strategy, growth partnerships and capital formation. He will continue to focus on mentoring and leading the executive team, according to the announcement.
McCauley joined Sequoia Financial as an intern in 1999 and in 2002 became a financial advisor. She was named managing planner in 2008, managing director of family wealth in 2015, chief client experience officer in 2021 and executive vice president in 2023.
In addition to McCauley’s promotion, Joe Glick, chief operating officer and chief financial officer, will take on an expanded role that includes investment research, while Chris Thom, currently chief strategy and partnerships officer, will become chief growth officer.
In a statement, Haught said the pending leadership appointments mark a significant milestone for Sequoia Financial as it strives to build a durable firm that will serve families and businesses for generations.
“We have a history of thinking ahead and reinvesting in our business, both for today and for the firm we want to be in the future,” Haught said. “These changes recognize the contributions of our entire executive team and allow me to focus more on activities that will accelerate Sequoia Financial's growth and innovation, while continuing to mentor our leaders.”
Pictured: Annie McCauley
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