Chief Operating Officer
Pat joined Sequoia in September of 2018. As COO he works closely with the CEO and the CFO on overall firm management. He is also responsible for compliance and recruiting. With over 35 years in the business, Pat has the experience and knowledge to help Sequoia grow, so its advisors can help as many clients as possible live lives of funded contentment. Having been an advisor, manager and executive with various broker dealers and registered investment advisory firms, Pat will work with Sequoia’s advisors to help them deliver the financial planning and investment services that Sequoia is known for. He will also search for advisors that would benefit from affiliating with Sequoia. He works from his office in San Diego but is usually on the road seeking opportunities for the firm.