Sequoia Financial Group, LLC announced several key leadership appointments. Annie McCauley, executive vice president and chief client experience officer, adds significant responsibilities for the advisor group and organic growth to her existing asset management, wealth planning, and client segment strategy responsibilities. Kevin Tichnell, executive vice president, is now chief strategy & acquisitions officer.

Joseph Glick has joined the firm as executive vice president and chief operating officer. McCauley is responsible for asset management, wealth planning, and the firm's advisor group, with more than half of the firm's employees now under her leadership. She joined Sequoia Financial Group in 2002 as a financial advisor.

She became managing planner in 2008, was promoted to managing director of family wealth in 2015 and chief client experience officer in early 2021. Glick is responsible for finance, risk & compliance, legal, client service & administration, technology and organizational development. He brings to Sequoia more than a decade of experience in the financial services industry in various COO roles, as well as strategy, innovation, and transformation-focused positions.

Before joining Sequoia, Glick was head of strategy – client lifecycle management for Deutsche Bank, where he worked for 13 years in Cleveland, New York, and London. Tichnell joined Sequoia Financial Group in 2003 as a wealth advisor. He has also held the roles of managing director, business development; vice president of mergers & acquisitions; chief of staff; and chief financial officer.