In 2026, Annie McCauley will take over the role of president at Fairlawn-based Sequioa Financial Group as founder and current president Tom Haught continues as chairman and CEO.
An SEC-registered wealth manager, Sequoia Financial has $29.9 billion in assets under management as of Sept. 30, according to a news release.
McCauley, who currently serves as chief client experience officer, will assume the president role from Haught Jan. 1, the release said. Also on that date, Joe Glick, chief operating officer and chief financial officer, will take on additional investment research responsibility, and Chris Thom, chief strategy and partnerships officer, will move into the role of chief growth officer.
McCauley's responsibilities as president will include executing Sequoia Financial's strate

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