Trevor Chuna

Chief Technology Officer at Sequoia Financial Advisors LLC

Trevor Chuna

Trevor Chuna

Chief Technology Officer at Sequoia Financial Advisors LLC

Biography

Trevor Chuna is on the board of Goodwill Industries of Akron OH, Inc. In the past he was Managing Director-Wealth Planning at Sequoia Financial Group LLC. He received an undergraduate degree from the University of Akron and a graduate degree from The American College of Financial Services.

Overview
RelSci Relationships

157

Number of Boards

1

Contact Data
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Relationships
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Founder at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

President, Chief Executive Officer & Director at Goodwill Industries of Akron OH, Inc.

Relationship likelihood: Strong

Chief Investment Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Investment Strategy Consultant at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Chief Growth Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Executive Chairman at Sequoia Financial Group LLC

Relationship likelihood: Strong

Vice Chairman at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Vice President, Wealth Planning at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

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Trevor Chuna
Chief Technology Officer at Sequoia Financial Advisors LLC
Education
B.B.A Finance

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.

M.Sc Financial Planning & Services

The American College is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in innovative training and development for financial services professionals. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and results that create sustainable advantages for our customers. Serving as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years, The American College has assembled a faculty of the foremost thought leaders in the industry to help companies and their employees succeed.

Career History
Chief Technology Officer
Current

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.

Chief Technology 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.

Non-Profit Donations & Grants

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2018

Goodwill Industries of Akron OH, Inc. provides job training services. It offers outsourcing to local companies in the areas of assembly, packaging, and customized projects and sews all of the safety vests. The company was founded in 1927 and is headquartered in Akron, OH.

Other Affiliations
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