Chris Thom in

Chris Thom

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Executive Vice President, Chief Strategy & Partnerships Officer at Sequoia Financial Group
📍 Akron, Ohio, United States

Chris Thom is a seasoned wealth management executive, serving as the EVP, Chief Strategy & Partnerships Officer at Sequoia Financial Group. He specializes in strategic growth, relationship development, and managing large advisory teams, with previous leadership roles at Charles Schwab and Edelman Financial Engines. He holds a BBA from Texas Tech University.

Outside of his executive role, Chris is a proud father who publicly celebrates his childrens milestones, highlighting his focus on family and their professional journeys. He is also actively engaged in his firms success and recognition within the industry.

He holds a specialized Certificate in Blockchain and Digital Assets, showing an interest in emerging financial technology.

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Experience
27 Years
Current Role
Executive Vice President, Chief Strategy & Partnerships Officer
Job Level
Leadership
Location
Akron, Ohio, United States
Personality Overview

How Chris shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chris cares about

Strategic Growth
His role is centered on driving Sequoia's inorganic growth strategy through M&A and partnerships, evidenced by recent firm acquisitions he has shared.
Wealth Services
His career has focused on enhancing client service by integrating specialized advice like tax, estate planning, and equity compensation into wealth management offerings.
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Career

Work history

6-2024
Executive Vice President, Chief Strategy & Partnerships Officer
Sequoia Financial Group
3-2023 - 5-2024
Partner, Managing Director of Business Development & Head of Wealth Services
RWA Wealth Partners
4-2020 - 2-2023
Divisional Vice President, Wealth Planning Group
Edelman Financial Engines
10-2015 - 11-2019
Senior Vice President, Schwab Private Client Investment Advisory (now Schwab Wealth Advisory)
Charles Schwab
3-2014 - 10-2015
Vice President, Schwab Private Client Investment Advisory
Charles Schwab
In the press

Media appearances

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer. Featured in PR Newswire
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Sequoia Financial Group: Chris Thom Named As Chief Strategy And Partnerships Officer. Featured in Pulse2
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Education
1992 - 1996
BBA
Texas Tech University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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