Sequoia Financial Group
Jack Zhang, CFA, currently serves as the Chief Investment Strategist at Sequoia Financial Group, a position held since July 2021 following the merger with WEALTHSTONE ADVISORS, where Zhang was Chief Investment Officer and Principal. Previous positions include Principal at Halite Partners and Director of Risk Management at SCS Financial, where Zhang advanced from Associate to Vice President. Early career experience includes achieving recognition as an Elite Player and Coach in poker. Jack Zhang holds an MBA from The Wharton School (2019-2021) and a B.A. in Engineering, Economics, and Chinese from Dartmouth College (2006-2010).
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Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.