Scott Berry, CFA - Email & Phone Number

Vice President at Sequoia Financial Group

Scott Berry, CFA is based out of Rochester, Michigan, United States and works at Sequoia Financial Group as Vice President.

Scott Berry, CFA's Contact Information

Latest update

May 6, 2024

Location

Rochester, Michigan, United States

Scott Berry, CFA's Work History

Vice President

Sequoia Financial Group

Sep 2016 - Present

Founder and Chief Investment Officer

Copper Beech Wealth Management

Aug 2008 - Aug 2016

Chief Investment Officer and Chief Operating Officer

GHD Wealth Management

Jan 2011 - Apr 2016

Scott Berry, CFA's Education

Purdue University

Bachelor of Science (BS)

1989 - 1993

Scott Berry, CFA's Skills

Mutual Funds

ETFs

Investment Research

Financial Modeling

Investment Strategies

Portfolio Management

Scott's current employer

Sequoia Financial Group

Description

Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what y...

Website

sequoia-financial.com

HQ Location

Akron, OH, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Sequoia Financial Group

Frequent questions about Scott Berry, CFA

What company is Scott Berry, CFA working for?

Scott Berry, CFA works for Sequoia Financial Group.

What is Scott Berry, CFA's function at Sequoia Financial Group?

Scott Berry, CFA is Vice President at Sequoia Financial Group.

Where is Scott Berry, CFA based?

Scott Berry, CFA is based out of Rochester, Michigan, United States.

Who are Scott Berry, CFA's co-workers?

Scott Berry, CFA's colleagues are Thomas Haught, Tom Haught, Bill Venter, Jim Thompson, Ryan Heider, Keri Snow, Chris Bowen, John Marchand, Carlos Gonzalez, Kim Heman, Elizabeth Nitto, Christina Antal, Norm Cook, Chris Creahan, Gregory Robb, Kevin Tichnell, John Wiler, Kevin McPeek, Brad Peterson, Don Bentley, Ryan Baney, Laurie Marshall, James J. Hargadon, CFA, CAIA, Jeff Parker, JOSHUA A.R. RENNERT, Al Kantra, Elizabeth Scheiderer, Eric Rosenblatt, Ashley Male, Jason Budrick, James Weaver, Brian Grossman, Heather Welsh, Kenneth Paull, Tom Neroni.

Scott's co-workers

Vice President and Managing Advisor

Jim Thompson

Vice President, Family Wealth, Sequoia Sentinel

Ryan Heider

Vice President, Wealth Advisor

Keri Snow

Vice President - Program Manager

Chris Bowen

Vice President, Digital Operations

John Marchand

Senior Vice President, Private Client Services

Carlos Gonzalez

Vice President, Wealth Advisor

Kim Heman

Vice President, Family Office Services

Elizabeth Nitto

Vice President, Family Wealth

Christina Antal

Vice President, Client Service

Norm Cook

Executive Vice President Corporate Development

Chris Creahan

Vice President

Gregory Robb

Senior Vice President, Financial Advisor

Kevin Tichnell

Executive Vice President, Chief Strategy and Acquisitions Officer

John Wiler

Vice President, M&A Project Manager

Kevin McPeek

Vice President, Family Wealth

Brad Peterson

Vice President, Insurance

Don Bentley

Vice President, Financial Advisor

Ryan Baney

Vice President

Laurie Marshall

Vice President, Wealth Advisor

James J. Hargadon, CFA, CAIA

Vice President, Head of Manager Research

Jeff Parker

Vice President

JOSHUA A.R. RENNERT

Senior Vice President - Wealth Advisor

Al Kantra

Executive Vice President - Head of Advisors and Business Development

Elizabeth Scheiderer

Vice President, Wealth Advisor

Eric Rosenblatt

Vice President, Controller

Ashley Male

Senior Vice President

Jason Budrick

Vice President, Private Client Services

James Weaver

Senior Vice President - Financial Advisor

Brian Grossman

Vice President

Heather Welsh

Vice President, Wealth Planning Department Leader

Kenneth Paull

Vice President, Private Client Services

Tom Neroni

Senior Vice President, Advisor Group Lead

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