Sequoia Financial Group
James Yaworski, CFA, currently serves as Vice President and Portfolio Manager at Sequoia Financial Group, a role held since April 2025. Prior to this position, James gained extensive experience at Carlson Capital Management from May 2016 to April 2025, where roles included Senior Investment Strategist and Portfolio Manager, as well as Investment Research & Trading Specialist. Earlier in their career, James worked as an Investment Manager and in Research for Alternative Investments at Ameriprise Financial Services, Inc. from June 2014 to May 2016, and as a Financial Analyst at Hilco Global between January 2012 and June 2014. James holds a Bachelor of Science degree in Finance from Northern Illinois University, obtained between 2008 and 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.