Annie McCauley

Senior Vice President, Family Wealth at Sequoia Financial Group
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Bio

Annie joined Sequoia in 2002 and draw upon her years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. She employs an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients. As senior vice president of the firm’s Family Wealth department, she seeks to continually expand and evolve the ways in which they are able to provide their clients with clarity, confidence and control over their financial future.

Recent Quotes
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  • You can’t have higher income and not also have a trade-off to get that. You have to recognize that the downside of an unconstrained fund could look more like an equity fund than a bond fund.

    25 February 2021
Employment
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