Changes At Top Of Sequoia Financial

Editorial Staff

23 October 2025

Sequoia Financial Group, an Ohio-headquartered RIA which had $29.9 billion in assets under management as of September 30, has made a number of senior appointments.

From the start of January, Annie McCauley, chief client experience officer, will become president of Sequoia Financial, assuming the role from Tom Haught, founder, chairman and chief executive officer.

Joe Glick, chief operating officer and chief financial officer, will expand his role to include investment research.

Chris Thom, currently chief strategy and partnerships officer, will become chief growth officer.

Sequoia's executive team also includes Gee Smith, head of Sequoia Sentinel Family Office; Justin Stets, head of integrated wealth services; and Kevin Tichnell, chief acquisitions officer.

Stets joined the firm in April 2025 when Sequoia Financial acquired Carlson Capital Management, where Stets served as CEO.

As president, 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.

McCauley first 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.

Glick, who joined Sequoia Financial in 2023, is continuing to lead investment operations, client services, technology, organizational development, compliance, and finance.

Thom will assume responsibilities for Sequoia Financial's wealth planning, estate planning, tax planning, and retirement plan services. He will continue to oversee strategic partnerships as well as marketing and communications. Thom, who joined Sequoia Financial in 2024, has more than 20 years of wealth management experience.

Haught's role will shift from day-to-day execution to long-term enterprise strategy, growth partnerships and capital formation.

Sequoia Financial, founded in 1991, supports more than 11,500 client households across the wealth continuum. It launched Sequoia Sentinel in 2023 to expand its family office capabilities.