John A. Rodriguez

Senior Manager, Asset Management at Sequoia Financial Group LLC

John A. Rodriguez

John A. Rodriguez

Senior Manager, Asset Management at Sequoia Financial Group LLC

Biography

Mr. John Rodriguez is Senior Manager of Asset Management at Sequoia Financial Advisors LLC. He joined the firm in 2009. He is responsible for analyzing portfolio information, running client reports, implementing changes made to the firm’s investment strategy, and serving as the liaison to our independent qualified custodian to ensure all client transactions are handled properly. He also work closely with financial planners on providing investment recommendations and helping maintain proper asset allocations. He also lead Sequoia’s investment committee as we review investment performance and strategies for the firm.He received his undergraduate degree from the University of Dayton.

Overview
RelSci Relationships

78

Number of Boards

1

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Chief Investment Officer at Sequoia Financial Advisors LLC

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Founder at Sequoia Financial Advisors LLC

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

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Director, 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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Director, Family Wealth at Sequoia Financial Advisors LLC

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Director, Client Service at Sequoia Financial Advisors LLC

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Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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John A. Rodriguez
Senior Manager, Asset Management at Sequoia Financial Group LLC
Education

The University of Dayton (UD) is a private Roman Catholic national research university in Dayton, Ohio, United States. Founded in 1850 by the Society of Mary, it is one of three Marianist universities in the nation and the largest private university in Ohio. The university's campus is located in the southern portion of the city of Dayton and spans 388 acres on both sides of the Great Miami River.

Career History
Senior Manager, Asset Management
Tenure Unconfirmed

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.

Senior Manager of Asset Management
2009 - 2016

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.

Boards & Committees
Member, Investment Committee
2009 - 2016

SFA 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. SFA 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.

Other Affiliations
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