Shaun Kapusinski

Director, Operations at Sequoia Financial Advisors LLC

Shaun Kapusinski

Shaun Kapusinski

Director, Operations at Sequoia Financial Advisors LLC

Biography

Currently, Shaun Kapusinski holds the position of Director-Operations at Sequoia Financial Group LLC. He is also Member of Wadsworth Young Professionals Association. He received an MBA and an undergraduate degree from the University of Akron.

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

Relationship likelihood: Strong

Director, Institutional Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Family Wealth at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Wealth Planning at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Executive Chairman at G3 Global Bhd.

Relationship likelihood: Strong

Chief Growth Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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Shaun Kapusinski
Director, Operations at Sequoia Financial Advisors LLC
Education

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Memberships
Career History
Director-Operations
2003 - 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.

Director, Operations
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.

Other Affiliations

Shaun Kapusinski is affiliated with Sequoia Financial Group LLC, Sequoia Financial Advisors LLC

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