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Kelly Irvine

Senior Vice President, Chief Marketing Officer

About Kelly

Kelly Irvine is Chief Marketing Officer at Sequoia Financial Group. Partnering closely with executive leadership, she leads the planning, development, and execution of firmwide initiatives that strengthen the Sequoia brand, streamline communications, and align with the firm’s growth objectives. She also leads the Marketing and Communications team in their commitment to delivering high-quality communications to clients, colleagues, and the public, with a keen focus on enhancing the client experience and advancing Sequoia’s mission, vision, and values.

Kelly joined Sequoia in April 2025 through the firm’s integration with Carlson Capital Management, where she spent 19 years and served as Chief Marketing Officer and a member of the Management Team. Her deep experience in the RIA industry and strategic perspective inform her collaborative, people-focused approach and fuel her commitment to fostering authentic connections that elevate client experiences and strengthen Sequoia’s brand across all audiences.

Kelly was selected as a Policy Fellow at the University of Minnesota Hubert H. Humphrey Institute of Public Affairs and has served on the boards of the Northfield Area Family YMCA and the Helena Education Foundation. Her current volunteer commitment centers on Concordia College.

Kelly grew up in Minnesota, then lived in Idaho, Wisconsin, Montana, Oslo, Norway, and South Dakota before returning to Minnesota in 2023. She and her husband now reside in Moorhead. Their immediate family includes their daughter, son, daughter-in-law, and two labrador retrievers. They love spending time with immediate and extended family, especially at their lake place.


Accreditation & Education

Bachelor of Arts, St. Olaf College

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Kelly Irvine,

Senior Vice President, Chief Marketing Officer