Adam Hoffmann Email & Phone Number

Vice President, Portfolio Manager @ Sequoia Financial Group

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Adam Hoffmann Location

Minneapolis, MN, US

Adam Hoffmann Work

2025 - now Vice President, Portfolio Manager @ Sequoia Financial Group
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2009 - 2025 Chief Investment Officer @ Carlson Capital Management
2005 - 2008 Portfolio Analyst @ Carlson Capital Management
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Adam Hoffmann Education

Augsburg University
BA (Major in Finance, Minor in Business Administration)
College for Financial Planning
CFP® Educational Certificate (CFP® Certification Professional Education Program)

Adam Hoffmann Skills

Investments
Employee Stock Options
Portfolio Management

Socially Responsible Investing
Sustainable Investing
ETFs
Retirement Plan Consulting
Equities
Financial Advisory
Fixed Income

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Adam Hoffmann Summary

Adam Hoffmann, based in Minneapolis, MN, US, is currently a Vice President, Portfolio Manager at Sequoia Financial Group. Adam Hoffmann brings experience from previous roles at Carlson Capital Management. Adam Hoffmann holds a BA in Major in Finance, Minor in Business Administration @ Augsburg University. With a robust skill set that includes Investments, Employee Stock Options, Portfolio Management, Socially Responsible Investing, Sustainable Investing and more. Adam Hoffmann has 3 emails and 2 mobile phone numbers on RocketReach.

Adam Hoffmann Emails

Found 3 emails

Adam Hoffmann Phone Numbers

Found 5 phone numbers

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Top Sequoia Financial Group Employees

Trevor Chuna

Chief Technology Officer at Sequoia Financial Group

Akron, OH, US
5
- yahoo.com
- hotmail.com
- aol.com
- sequoia-financial.com
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- +1 216-774-XXXX
- +1 330-375-XXXX
- +1 330-535-XXXX
- +1 330-310-XXXX
- +1 330-255-XXXX
- +1 330-472-XXXX
Thomas Haught

Chairman, CEO and President at Sequoia Financial Group

Cleveland, OH, US
3
- +1 216-774-XXXX
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Kevin Tichnell

Executive Vice President, Chief Strategy and Acquisitions Officer at Sequoia Financial Group

Akron, OH, US
2
- sequoia-financial.com
- gmail.com
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- +1 330-472-XXXX
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- +1 330-375-XXXX
- +1 330-940-XXXX
Chris Thom

Executive Vice President, Chief Growth Officer at Sequoia Financial Group

Akron, OH, US
2
- gmail.com
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- +1 214-649-XXXX
- +1 972-705-XXXX
- +1 817-868-XXXX
- +1 303-635-XXXX
- +1 817-649-XXXX
- +1 828-649-XXXX
Chris Creahan

Senior Vice President at Sequoia Financial Group

Akron, OH, US
2
- sequoia-financial.com
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5
- +1 814-633-XXXX
- +1 234-380-XXXX
- +1 330-255-XXXX
- +1 412-901-XXXX
- +1 412-414-XXXX
Annie McCauley

Executive Vice President Chief Client Experience Officer at Sequoia Financial Group

Akron, OH, US
1
- sequoia-financial.com
3
- +1 330-204-XXXX
- +1 330-255-XXXX
- +1 216-774-XXXX
Nick Zamparelli

Chief Investment Officer at Sequoia Financial Group

Berwyn, PA, US
3
- gmail.com
- zekecapital.com
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- +1 215-852-XXXX
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- +1 215-493-XXXX
- +1 215-546-XXXX
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Kelley Grace

Wealth Advisor, CPA, Senior Vice President at Sequoia Financial Group

Norman, OK, US
1
- sequoia-financial.com
4
- +1 405-292-XXXX
- +1 405-288-XXXX
- +1 701-239-XXXX
- +1 405-816-XXXX
Norm Cook

Executive Vice President Corporate Development at Sequoia Financial Group

Columbus, OH, US
2
- gmail.com
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- +1 330-375-XXXX
- +1 614-404-XXXX
- +1 614-771-XXXX
Al Kantra

Wealth Advisory Consultant at Sequoia Financial Group

Cleveland, OH, US
1
- aol.com
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- +1 330-372-XXXX
- +1 216-956-XXXX
- +1 630-742-XXXX
- +1 330-995-XXXX
- +1 216-464-XXXX
- +1 440-543-XXXX
Kelly Irvine

Senior Vice President, Chief Marketing Officer at Sequoia Financial Group

Fargo, ND, US
2
- sequoia-financial.com
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- +1 507-645-XXXX
- +1 507-321-XXXX
- +1 214-932-XXXX
- +1 651-246-XXXX
- +1 414-906-XXXX
- +1 507-321-XXXX

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