Alexandra Marquardt is a Senior Associate and Project Manager, playing a key role in coordinating operational tasks throughout the M&A integration process. She ensures a seamless transition for new advisors by organizing portfolio transition meetings, office hours, trade ticket training, and providing essential materials to help them navigate Sequoia’s strategies and technology platform.

Passionate about welcoming new team members, Alexandra prioritizes making advisors feel supported and comfortable during the transition. She collaborates closely with the portfolio analyst and investment operations teams to help advisors understand Sequoia’s offerings, including strategies, alternatives, and SMAs, while ensuring they have the tools needed to serve their clients effectively.

As a key liaison, Alexandra helps troubleshoot early challenges, directing advisors to the appropriate resources and streamlining communication. She understands that M&A transitions can bring uncertainty and is committed to providing clarity and responsiveness to make the process as smooth as possible. Her dedication to building strong partnerships and fostering a welcoming environment has been instrumental in successful integrations.