Powered by

Kudu Investment invests in Sequoia Financial Management to support continued growth

Jul 13, 2020 - Banking and Credit News
Mergers and Acquisitions-Investments

Sequoia Financial Group, LLC has announced Kudu Investment Management, LLC has made a strategic investment in Sequoia to buttress continued growth, the company said.

Financial terms were not disclosed.

Sequoia provides financial planning, asset management, family wealth and retirement planning services. The firm is majority-owned by employees and continues to be led by Tom Haught, founder, president and CEO.

Established in 1991, Sequoia has 88 employees in six locatio...