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Sequoia Financial Group Appoints Chad Roope as Chief Investment Officer

Nov 17, 2020 - PR Newswire
Board and Executive Moves

PR Newswire

 Sequoia Financial Group, a registered investment advisor with more than $5 billion in client assets, today announced that Chad Roope, CFA, has joined the firm as chief investment officer, effective immediately.

Before joining Sequoia Financial, Roope was chief investment officer and portfolio manager for Fundamentum, the in-house asset management arm of Stratos Wealth Partners, which oversees about $16 billion in client assets. Earlier Roope was vice president, i...