Gerry Knotek

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

Gerry Knotek

Gerry Knotek

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

Biography

Currently, Gerry Knotek holds the position of EVP & Chief Compliance Officer at Sequoia Financial Group LLC. He is also Member of Financial Planning Association, Member of The Ohio Society of CPA's and Member of The American Institute of Certified Public Accountants. He received an undergraduate degree from Miami University.

Overview
Career Highlights

Sequoia Financial Group LLC
Sequoia Financial Advisors LLC

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Founder at Sequoia Financial Advisors LLC

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Chief Investment Officer at Sequoia Financial Advisors LLC

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Chief Technology Officer at Sequoia Financial Advisors LLC

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Chief of Staff at Sequoia Financial Advisors LLC

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Vice Chairman at Sequoia Financial Advisors LLC

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Vice President, Client Service at Sequoia Financial Advisors LLC

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Director, Technology & Operations at Sequoia Financial Advisors LLC

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Director, Institutional Services at Sequoia Financial Advisors LLC

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Director, Private Client Services at Sequoia Financial Advisors LLC

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Director, Private Client Services at Sequoia Financial Advisors LLC

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Gerry Knotek
Executive Vice President, Chief Compliance Officer at Sequoia Financial Advisors LLC
Education
B.S Accounting
Class of 1993

Miami University is one of the oldest public universities in the country, made possible by an ordinance signed by President George Washington in 1795. Chartered in 1809, Miami welcomed its first students in 1824. Miami's reputation grew as quickly as its enrollment, and it became known as the "Yale of the West" for its ambitious liberal arts curriculum. Today, Miami consistently ranks among the nation's top public universities for the quality of teaching and overall student experience. One of Miami University's most famous graduates was Benjamin Harrison, who later became a President of the United States. Professor William Holmes McGuffey revolutionized the education of generations of Americans when he conducted research for his Eclectic Readers series while teaching at Miami from 1826 to 1836. The "mother of fraternities," Miami was the founding site of four national fraternities: Beta Theta Pi, Phi Delta Theta, Sigma Chi, and Phi Kappa Tau; as well as Delta Zeta sorority.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

TO EMPOWER CPAS AND RELATED PROFESSIONALS TO DRIVE VALUE AS TRUSTED BUSINESS ADVISORS BY FOSTERING PROFESSIONAL EXCELLENCE AND INTEGRITY, BUILDING COMMUNITY AND ADVOCATING FOR MEMBERS AND THOSE THEY SERVE.

Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Partner, Chief Financial Officer & Chief Compliance Officer
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.

Executive Vice President, Chief Compliance Officer
2010 - Current

Sequoia Financial Advisors focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client's risk profile and investment objectives. Sequoia Financial seeks to help allocate the client's portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance.

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