Kevin McPeek

Director, Family Wealth at Sequoia Financial Advisors LLC

Kevin McPeek

Kevin McPeek

Director, Family Wealth at Sequoia Financial Advisors LLC

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Founder at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Investment Officer at Sequoia Financial Advisors LLC

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Chief Financial Officer, Chief Compliance 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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Director, Technology & Operations at Sequoia Financial Advisors LLC

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Director of Institutional Services at Sequoia Financial Group LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Vice President, Client Service at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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Kevin McPeek
Director, Family Wealth at Sequoia Financial Advisors LLC
Career History
Director, Family Wealth
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.

Senior Manager
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.

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