As a wealth management analyst, Caden Boyer extends broad-based support to several departments across the firm, including wealth planning and asset management, as well as advisors serving clients across the wealth continuum.

As part of Sequoia’s competitive, in-depth rotational training program, Caden is introduced to critical service areas that support the delivery of an integrated wealth management experience. He contributes to a high-quality client experience by gathering data and completing the related analysis, preparing materials to communicate market conditions and investment news, and participating in client meetings to support the completion and communication of agreed-upon strategies.

Prior to joining Sequoia Financial Group, Caden was a finance and accounting intern at an Iowa-based retail and commercial automotive group and served as vice president for the Saint Mary’s University student senate. It is in these roles that Caden honed his attention to detail and communication skills.