Trevor Chuna's guest appearances

Trevor Chuna

The COO Roundtable

Amanda Green

Charles Schwab

Chris Keller

Mike Lee

Shaun Kapusinski

Doug Johnson

Matt Wiles

Lisa Cook

Mark Tibergien

Kelli Cruz

Heather Fortner

Mike Reed

Tom Preston

Eric Stephenson

Tommy Martin

OwlTail

In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion.  Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia.  Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including:  The history and background of Sequoia Financial Group Their respective professional experiences and how those experiences have shaped their roles today How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm The key differences Trevor sees between his CTO role and a more traditional COO role Their extensive work in building out firmwide use of Salesforce Trevor’s development of Sequoia’s financial planning platform Shaun’s networking group founded for operations professionals, HIFON Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA) Shaun’s new book, The Financial Advisor M&amp;A Guidebook, co-authored with Greg Friedman of Private Ocean  We hope you enjoy, share, and subscribe!  Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors.  Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here. To learn more about Shaun’s networking group, HIFON, click here. To purchase Shaun’s book, click here.

In the third episode of our podcast, <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">The COO Roundtable</a>, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion.  Trevor, also featured in our latest <a href="https://pfiadvisors.com/wp-content/uploads/2018/10/PFI-Advisors-White-Paper-Exploring-the-Benefits-of-Professional-Management-for-RIAs-A-Deeper-Look-into-COOs.pdf" rel="noopener noreferrer nofollow" target="_blank">White Paper</a>, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia.  Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including: <ul> <li>The history and background of Sequoia Financial Group</li> <li>Their respective professional experiences and how those experiences have shaped their roles today</li> <li>How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm</li> <li>The key differences Trevor sees between his CTO role and a more traditional COO role</li> <li>Their extensive work in building out firmwide use of Salesforce</li> <li>Trevor’s development of Sequoia’s financial planning platform</li> <li>Shaun’s networking group founded for operations professionals, <a href="https://hifon.org/" rel="noopener noreferrer nofollow" target="_blank">HIFON</a></li> <li>Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA)</li> <li>Shaun’s new book, <a href="https://www.amazon.com/Financial-Advisor-Guidebook-Technology-Integration/dp/3030000028/ref=sr_1_fkmrnull_1?hvadid=323708355534&amp;hvdev=c&amp;hvlocphy=9031026&amp;hvnetw=g&amp;hvpos=1t1&amp;hvqmt=b&amp;hvrand=3832196260411506124&amp;hvtargid=aud-647006051489%3Akwd-646054487278&amp;keywords=the+financial+advisor+m%26a+guidebook&amp;qid=1551483423&amp;s=gateway&amp;sr=8-1-fkmrnull&amp;tag=googhydr-20" rel="noopener noreferrer nofollow" target="_blank">The Financial Advisor M&amp;A Guidebook</a>, co-authored with Greg Friedman of Private Ocean</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">subscribe</a>!  Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors.  Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, <a href="https://itunes.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noopener noreferrer nofollow" target="_blank">click here</a> or to subscribe on GooglePlay, <a href="https://play.google.com/music/listen?u=0#/ps/Iu67zb3di5inzuczjoudqvgi76a" rel="noopener noreferrer nofollow" target="_blank">click here</a>. To learn more about Shaun’s networking group, HIFON, <a href="https://hifon.org/" rel="noopener noreferrer nofollow" target="_blank">click here</a>. To purchase Shaun’s book, <a href="https://www.amazon.com/Financial-Advisor-Guidebook-Technology-Integration/dp/3030000028/ref=sr_1_fkmrnull_1?hvadid=323708355534&amp;hvdev=c&amp;hvlocphy=9031026&amp;hvnetw=g&amp;hvpos=1t1&amp;hvqmt=b&amp;hvrand=3832196260411506124&amp;hvtargid=aud-647006051489%3Akwd-646054487278&amp;keywords=the+financial+advisor+m%26a+guidebook&amp;qid=1551483423&amp;s=gateway&amp;sr=8-1-fkmrnull&amp;tag=googhydr-20" rel="noopener noreferrer nofollow" target="_blank">click here</a>.

EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group