Team Profile

Gillian brings 25 years of financial industry experience to the Sequoia team, with an emphasis on client service, compliance, human resources, accounting and finance. Throughout my career, I have developed the necessary skillset to design and implement innovative solutions for any projects that come her way.

As Vice President of Family Office Services, I oversee a dedicated family office team within the firm’s Family Wealth department. They work collaboratively, striving to deliver unique and timely solutions for the client. I am driven by a passion for client service, knowing that the success of the team helps allow the client the freedom and flexibility to focus on what they do best.

Professional Accreditations & Education

  • Baldwin Wallace University, human resources management

Industry Involvement

  • Member, National Society of Compliance Professionals
  • Council of Smaller Enterprises Strategic Planning Course 2012-2013
  • Trustee, Plymouth Foundation

Up Close

  • Enjoys cooking, reading and spending time with family
  • Has lived and worked in four different countries
  • Lives in Shaker Heights, OH
  • Joined Sequoia in 2016