Chad Daniel Roope

Chief Investment Officer at Sequoia Financial Group LLC

Chad Daniel Roope

Chad Daniel Roope

Chief Investment Officer at Sequoia Financial Group LLC

Overview
Career Highlights

Sequoia Financial Group Ltd.
Sequoia Financial Group LLC

RelSci Relationships

82

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Executive Chairman at Sequoia Financial Group LLC

Relationship likelihood: Strong

Founder at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Executive Vice President, Chief Compliance Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Financial Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Vice Chairman at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Technology & Operations at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Executive Officer, Director & MD at Sequoia Financial Group Ltd.

Relationship likelihood: Strong

Vice President, Family Office Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Vice President, Asset Management at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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Chad Daniel Roope
Chief Investment Officer at Sequoia Financial Group LLC
Education

Part of the UNC System, Western Carolina University has served North Carolina students for over 120 years. The main campus in Cullowhee is a nature lover's dream, situated on the Tuckasegee River between the Great Smoky and Blue Ridge Mountain. Because of its location in the heart of Appalachia, WCU is dedicated to the study, appreciation, and preservation of local cultures. The Mountain Heritage Center and Cherokee Center provide exhibitions and educational opportunities, while the school's Craft Revival project archives the region's rich tradition of artisanship. But just as it is committed to preserving the past, Western Carolina University also looks toward the future. This is reflected by its academics, which includee programs in growing fields like technology, education, and healthcare. WCU prides itself on its project management and entrepreneurship programs, as well as a rare program forensic anthropology. On-campus studying is not always convenient, so Western Carolina also offers a variety of distance learning programs to meet all of its students needs. The school has online programs for undergraduate and graduate degrees, certificates and licensures. The off-site Bachelor's in Engineering Technology program is ideal for the currently employed, and the Jamaica program offers a unique opportunity to study education in Kingston.

Career History
Chief Investment Officer
2020 - Current

Sequoia Financial Group Ltd. is an integrated financial service company. It provides investment & superannuation products; wealth management & advisory services; corporate advisory & capital markets expertise; retail, wholesale & institutional trading platforms; and market data & financial news services. The company was founded on November 27, 2015 and is headquartered in Sydney, Australia.

Chief Investment Officer
2020 - Current

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Lead Portfolio Manager
Prior - 2020

Fundamentum’s methods of analysis include charting analysis; cyclical analysis; fundamental analysis; Modern Portfolio Theory; quantitative analysis; and technical analysis.

Other Affiliations
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